Robert T. Edgar, CPA, CFP®*, MPA

Master of Professional Accounting
University of Texas at Arlington

Areas of Expertise

• Financial Reporting and Planning
• Business Succession Planning
• Estate Planning

Robert has practiced public accounting and provided tax, estate, and business consulting services since 1982.  He became a shareholder with the firm in 1987 and retired from the full time practice of public accounting at the end of 2020; but is still active in the firm. 

Since its beginnings in 2000, Robert has been active in helping grow and lead our financial advisory practice.  One of his key roles is assisting in the development and training of our growing wealth management team.  Robert obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994.  In addition he has passed the FINRA Series 7* and 66* exams and is a Texas Life, Accident, Health and HMO General Lines Agent. 

Robert is a member of the advisory board of the Foundation for Southeast Texas and a board member of the Jefferson County Long Term Recovery Group.  Mr. Edgar is a member of the Financial Services Institute and the Texas Society of Certified Public Accounts.  He is a past president of the Southeast Texas Estate Planning Council and past board member of the Better Business Bureau of Southeast Texas.  He is active in the men’s ministries of his church, Encounter Church.  He is married to his beautiful wife, Sherra, and together they have five children and a growing number of grandchildren.