Rob Siegmann
Fiduciary helping families meet goals with better financial decisions
- Role
- Managing Partner at Carson Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Rob Siegmann
I love my work and consider myself lucky to have found my passion to help people live their greatest life through well informed and prudent financial decisions.I am blessed to be a partner, mentor and guide for many exceptional clients of the firm. My team enriches client lives with:1. Articulating and quantifying your goals and dreams. Crafting a Wealth Plan to achieve your most important goals as the priority. Quarterbacking advice in all areas of your financial, tax, legal, insurance and other areas important to you.4. Monitoring and tweaking your short and long term portfolio results and financial plans. My team and I enjoy helping others with what we do best, so that you can focus on what you do best, or better yet, what you would prefer to do.As Wealth Advisors, our team works with clients who are grounded, hardworking and appreciative of a holistic wealth planning relationship with a guide who can help you achieve prosperity and your goals. We strive for a high level of proactive advice and extra-mile service and keep long term clients as a result.We offer emphatic, loyal and passionate wealth advisors. I personally have enjoyed seeing so many success stories following our serving those clients for over 30 years. This collective wisdom is shared throughout our firm to accelerate the breadth and depth of experience of financial planning and investing strategies. I hold an Investment Advisor Representative license (65) and behavioral financial advisor certification.
Experience
Managing Partner
Nov 2025 — Present
I am excited to have joined our group into Carson Wealth to enable our team to have more time with clients and spend less time on small business management headaches. Now for the really interesting disclosures.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness. i. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
Education
Xavier University - Williams College of Business
MBA, Business
2009 — 2012
Xavier University
BS, Finance
2003 — 2008
University of Cincinnati
Associate, Business Administration
2000 — 2003
Skills
- Retirement Planning
- Small Business
- Asset Allocation
- Investment Management
- Portfolio Management
- Financial Planning
- Finance
- Strategic Financial Planning
- Investment Strategies
- Strategic Planning
- Insurance
- Rental Properties
- Strategy
- Wealth Management
- Compliance
- Investments
- Business Planning
- Financial Advisory
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