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.

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.

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.

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.

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