Bob Baschnagel, Financial Advisor, CFP®
Bob spends most of his time clarifying and fulfilling the specific goals of his clients. He takes clients through an extensive process to identify their values and goals, as these can dramatically impact the advice they receive. He knows that until he fully understands these, he will not be able to provide his clients with the truly customized advice they need to most efficiently and effectively achieve their personal aspirations.
Additionally, Bob believes that a person’s perceptions and knowledge regarding finances often determine whether they have a positive or negative impact on their lives. Consequently, he works hard to improve his clients' relationship with money, increase their knowledge regarding money matters, and help them make positive, impactful, and constructive decisions regarding their personal and family finances.
This commitment requires a significantly larger investment of his time in his clients. Better than just giving them the answer, Bob wants his clients to fully understand and appreciate why the decisions they make are in their best interest. This higher level of understanding provides his clients with increased competence and confidence, as well as the ability to explain it to others and accurately assess potential alternatives. Having genuine competence and peace of mind regarding money matters is incredibly valuable.
Bob's interest in finance began early, and he sought out everything he could learn about investments and personal finance. His formal career as a financial advisor began in 2007, when he worked for a large national firm. During this time, he met Harold Holcombe, the founder of Holcombe & McGrath. They quickly bonded over a shared philosophy of low-cost, high-impact, and client-focused financial services, and Bob was asked to join Holcombe & McGrath later that year. Bob earned his financial planner certification in 2010 and became a partner in 2023. He greatly enjoys his work with clients and ensuring the firm is always a place clients recommend to their family and friends..
