Taking new clients

Hi. I'm Robert McAlister

I help entrepreneurs integrate their personal and business finances, so they can build life changing companies for themselves and their families.
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From my first career working in Congress, to working in high growth startups, to starting my own practice, I learned that keeping your life in silos is rarely the best way to achieve great things.
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I help my clients move toward sustainable success by integrating their personal values, family, hopes and financial dreams with the difficult task of building a successful company.
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Beyond my practice, I serve as an Entrepreneur-in-Residence for The Idea Village in New Orleans, mentoring entrepreneurs in the beginning of their journey. You will also find me on a soccer field most weekends coaching my kids in rec. and on their school teams.

Robert McAlister, WMCP®
FINANCIAL PLANNER
About Robert McAlister

"Even with all the technology and tools at our fingertips, we must remain human-centered advisers first. We need to think through our psychology and attitudes around money in order to build a truly impactful plan".

Growing up, I always felt like finance was a game and I didn't know the rules. I was determined to become educated and get firsthand experience to learn those rules. I was also determined to teach my children about money and pass down a legacy of stewardship.
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After talking with countless entrepreneurs, I heard the same story over and over: even if their business was successful, their personal finances were a mystery or ignored. My practice is centered around solving that problem and bringing financial clarity to the lives of fellow entrepreneurs around the country.

Credentials & focus
Credentials

Wealth Management Certified Professional

American College of Financial Planning · 2025

Series 65

Areas of focus

Multi Asset Portfolio Construction

Tax arbitrage strategies

Entrepreneurs with Families

Helping Business Owners Sell & Retire

Creating legacy family capital