Robert E. Whitney, Jr., CFP®,

Rob is a senior financial planner for Commerce Trust Company. He is a member of the financial advisory services team — a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Rob develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. With more than 20 years of experience, he specializes in building relationships with clients and providing comprehensive financial planning services to business owners and individual investors to help them achieve their goals. He received his Bachelor of Administration degree in business finance from Loyola University in Maryland and his Master of Business Administration degree from the University of Delaware. Rob holds the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, he is an Eagle Scout. Rob enjoys spending time in the mountains or at the beach with his wife and two daughters.

The Juggling Act of Saving for Retirement and College

  Saving for college shouldn’t cause you to stress out about your retirement. But if you’re in the same boat as many other families, saving for retirement and college at the same time can be a financial juggling act. Both life experiences come with hefty price tags — factor in inflation and the sticker shock on each just keeps going higher.

Is Real Estate in Your Portfolio a Good Hedge to Inflation?

For the most part, decisions about retirement are not made overnight. Whether you like it or not,...

Three Ways to Access Money from Your Home

Do you have a major expense coming up in the near future? If you don’t have the cash on hand to...