Wealth Management

At National Financial Network we have the ability to offer thousands of investment options enabling us to build a customized solution tailored our clients’ unique circumstances.  After working closely to define your investment goals and objectives we develop an investment strategy that may consists of mutual funds, bonds, Exchange Traded Funds (ETF’s), closed end funds, stocks or annuities.  Our approach to asset management is holistic: we will custom build your investment plan to compliment other planning concerns such as taxes, workplace benefit plans, etc.

Once built, your portfolio is monitored on an ongoing basis and managed to adapt to both changes in the economy and changes in your life.  We maintain constant communication with our clients as we understand the dynamic nature of investing.  Though we maintain a long term approach to investing, we monitor our investments closely to ensure that our recommendations are consistently best-in-class.

Our clients leverage our experience to help them steer clear of short lived investment fads and market timing methods that are commonly followed.  The strategies that we employ have navigated both the best and worst market conditions over the past few decades and place an emphasis on risk management and diversification.  And while we recognize that the best investment advisors learn from the past, a sound plan must be forward looking.  After all, as Warren Buffett said “if past history was all there was to the game, the richest people would be librarians”.

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Award winning year for Financial Advisor
Robert C. Votruba CFS, MBA, Ph.D.

It is my pleasure to share the news of another award-winning year for your Financial Advisor, Dr. Robert Votruba. In 2019 Robert was recognized with the following achievements…

  • For the third consecutive year, Park Avenue Securities named Robert as their top Investment Advisor and Registered Representative; their highest honor. Over 2,500 Representatives compete for this national award.
  • In addition to national recognition, Robert also received National Financial Network’s Wealth Management Leadership Award, our highest local honor, for the 12th consecutive year.
  • Dr. Votruba earned the National Financial Network Leadership Award and was promoted to Executive Vice President.

Dr. Votruba is entering his 26th year in the financial services field. His academic background combined with his industry experience and award-winning performance make him one of the most talented Advisors in the industry. I know that Robert finds it a privilege and honor to serve you and hope that you find comfort in knowing that your Financial Advisor is among the finest in the industry.