Wealthtender awarded Robert T. Dignan, CFP®, AIF® with its 2025 Voice of the Client Highly Rated Advisor Award on 11/05/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 11/05/25. Although Highland Investment Advisors compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Wealthtender awarded Robert T. Dignan, CFP®, AIF® with its 2026 Voice of the Client Highly Rated Advisor Award on 6/8/26. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/26 and 5/31/26. Although Highland Investment Advisors compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Robert T. Dignan, CFP® AIF®
Private Client Advisor
Read Bob’s advisor reviews and expanded profile, here: https://wealthtender.com/financial-advisors/robert-t-dignan-cfp-aif/
Over the last three decades, Bob has had the pleasure to develop incredible relationships with his clients that are uniquely personal, and focus as much on quality of life as they do on “the numbers.” In a time when so many advisors focus exclusively on your account values, Bob’s goal for every client is to help them to discover how much control they possess, and how their decisions can lead them to living their greatest possible life outcomes. Because these types of outcomes are only possible with a significant investment of time and trust, Bob makes it a point to limit his client base to a more controlled number of clients, and may take only a few new clients per year.
When Bob’s clients give him the permission to collaborate directly with their preferred accounting, estate planning, and risk management professionals, the likelihood of that client enjoying consistent, successful outcomes increases dramatically. He employs a fully collaborative approach with his clients and their most trusted inner circle of advisors, all of whom should be striving to protect that client’s best interests. In doing so, the client’s “team” unites to help them to find sustainable, higher quality outcomes, as well as a sense of empowerment over their financial situation. Our goal is not to tell you what to do, but instead to listen to you, and then provide you with the best possible options from which to choose, so that you can make the best decision for your family.
Bob is a firm believer in the idea of getting the very most out of life, while finding a responsible balance that allows for a sustainable and repeatable series of life opportunities. While we are always striving to use our professional and technical knowledge to maximize your tax efficiencies and investment opportunities, the fact remains that this process must always be fundamentally anchored to those goals and priorities that are unique to you and those you love. If your goal is “to win life” by dying with the largest portfolio (solely for the sake of bragging rights), then Bob isn’t your guy. But if you are willing to share your dreams and fears openly and honestly, and aren’t afraid to put in the effort to make great things happen for your family, you’re going to discover an advisory relationship unlike any other.