A complete list of active advisors currently associated with Robert A. Sandler, LLC

Warmer can help you find a great advisor at Robert A. Sandler, LLC or one who fits your needs even better.

Robert A. Sandler, LLC provides personalized financial planning and investment management primarily to individual clients. Services described in the brochure include comprehensive financial plans (cash flow, tax, retirement, education funding, and estate planning), as well as ongoing portfolio supervision and the option for hourly or flat‑fee consulting engagements. The firm’s investment approach emphasizes diversified, low‑cost index mutual funds and ETFs, a buy‑and‑hold discipline with regular rebalancing, and asset allocations tailored to each client’s risk profile as measured by publicly available web‑based tools. Sandler implements client strategies through discount custodians and may accept limited discretionary authority to rebalance accounts while clients retain custody of assets. Notable distinguishing features include a relatively concentrated practice: the sole advisor reports managing approximately $77.8 million in discretionary assets for about 35 clients, which implies a higher assets‑per‑client relationship than many solo advisers. The brochure also discloses operational practices that are less common for firms this size — including a formal statement on vendor use of artificial intelligence and related due diligence, an explicit contingency plan identifying alternative service providers given the single‑advisor structure, and a strict fee‑only policy with no commissions or referral fees.

To learn more about the advisors currently working at Robert A. Sandler, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.