Robert Meyer, CFP®, CPWA®, CEPA

“We began working with Robert in the wake of the 2008–2009 financial crisis, looking for someone we could truly trust to guide our financial future. From the start, Robert has been incredibly responsive, thoughtful, and easy to work with—taking the time to understand not just our finances, but our goals and priorities as they’ve evolved over the years. He has a way of making complex decisions feel clear and manageable. Whether we’re navigating market changes or exploring new investment ideas, his guidance is always measured, practical, and aligned with our long-term strategy.

That consistency has given us real confidence and peace of mind. We also appreciate how seamlessly he connects us with other trusted professionals when needed, making what could be complicated processes feel straightforward and well coordinated. Just as important, Robert is someone we genuinely enjoy working with—approachable, honest, and always focused on what’s best for us. We feel very fortunate to have him in our corner and recommend him and his team without hesitation.”

“I have worked with Robert Meyer for many years. He's been a wonderful advisor; he's always been available, accessible and ready to assist with any issue I've presented. I feel treated like a friend as well as a client in that he goes out of his way to explain things carefully. Though his knowledge and experience are outstanding, and he provides excellent advice regarding my financial goals, I appreciate that he will take the time to research anything of which he's unsure. I trust Robert, and value his kindness, his expertise and his professionalism.”

“I’ve worked with Robert for years, and I trust him completely. He understands my goals and gives clear, well-informed guidance every time we talk. His experience shows in the way he breaks down complex decisions in easy to understand terms and keeps me focused on what matters. He stays accessible and responsive. When I reach out, he gets back to me quickly and takes the time to make sure I’m comfortable with each step. I know I can rely on him. I’ve always been treated with respect and care. I feel at ease working with Robert and confident in the direction he helps me take.”

“My wife and I have had the pleasure of working with Robert and his team at Stratos Private Wealth for over 20 years. Robert brings a high level technical expertise and real-world experience to every conversation, which instills immediate confidence in both his strategy and execution of our plan. He has a strong ability to break down complex financial concepts into clear, actionable guidance, making the entire process feel thoughtful and well executed. Beyond his technical expertise, Robert’s professionalism truly sets him apart. He is always available, quick to respond, and highly engaged—never making you feel like just another client.

Whether it’s a time-sensitive question or a broader strategic discussion, he is present, attentive, and proactive. Every interaction reflects a genuine commitment to service, and it’s clear he prioritizes long-term relationships over short-term transactions. He always focuses on our needs, and never afraid to challenge our assumptions or thoughts, which is his true value to us, as that creates a strong sense of trust and comfort, which is critical when making important financial decisions. Overall, I’ve been extremely satisfied with the experience and feel confident knowing I have a knowledgeable, responsive, and highly professional advisor in my corner.”