Broker Check
Robert Trier

Robert Trier

Senior Associate | Wealth Management

Rob is a Financial Advisor with over a decade of experience in the industry. He is passionate about helping others achieve fiscal success through financial literacy. He uses a comprehensive planning process to help individuals, families and small business owners reach their financial goals. Through asset accumulation, income protection, education funding, estate planning and wealth preservation strategies, Rob helps his clients prepare for their futures at each life stage.

At Equitable, Rob utilizes his experience and vast resources at the firm to assist his clients in making sound financial decisions. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively protect, accumulate, distribute and transfer their assets in the most tax efficient manner possible.

Rob believes in the firm’s noble purpose; “demonstrate competency, earn trust, and deliver value in all that we do”. He is passionate and committed to serving the growing demand for financial advice within our communities.

Rob resides in Lansdale, PA with his wife, Ashley, and their
two children.