Merrill
47yrs
Top advisor by experience in Cincinnati
11yrs
Robert Maher is a fiduciary financial advisor in Cincinnati, Ohio, with 11 years in the industry. Robert joined Virgil Wealth Advisory in 2023, a firm offering financial planning and investment management. Robert holds the CFA designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeCincinnati, OH
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$106,523
States licensed ?1 state
Services through Virgil Wealth Advisory
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowVirgil Wealth AdvisoryCurrent firm
Contact Robert
(513) 334-7054Virgil Wealth Advisory main office Cincinnati, OHOffice · Get directions Firm websitewww.virgilwealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Virgil Wealth Advisory at (513) 334-7054 and ask for Robert Maher. Robert works from the Cincinnati, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Virgil Wealth Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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