Robert T. Edgar, CPA, CFP®*, MPA

Shareholder​

Master of Professional Accounting
University of Texas at Arlington
Financial Reporting and Planning

Areas of Expertise

Business Succession Planning
Estate Planning
    Robert has practiced public accounting since 1982 and became a shareholder with the firm in 1987. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. In addition, Robert has passed the FINRA Series 7* & 66* exams and holds his Group I Life, Health and Accident license.

    Robert is a board member of the Better Business Bureau of Southeast Texas and the Foundation of Southeast Texas. Mr. Edgar is a member of the American Institute of CPA's, the Financial Services Institute, and the Texas Society of Certified Public Accountants and is a past president of the Southeast Texas Estate Planning Council. He is active in the men's ministries at his church, Encounter Church.


    * Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

    Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

    This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.


    ​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

    About Robert

    Name
    Email
    Message
    Subject
    Phone
    Submit

    Contact