Bob Sponseller
Partner Advisor
ChFC®
With more than three decades of advisory experience, Bob Sponseller is a Partner Advisor and a Chartered Financial Consultant® in Allworth’s Cincinnati, Ohio, office. A graduate of Miami University (Ohio), Bob earned his Bachelor of Science degree in Business Administration with an emphasis in Finance in 1987. Bob occasionally guest lectures in the classroom at Miami University’s Farmer School of Business, and he currently co-hosts the area’s long-running Simply Money radio show that can be heard every weeknight on 55KRC (550AM). He and his wife, Carrie, are lifetime residents of Cincinnati and have been married for more than 30 years.
My process always begins with a deep understanding of a client’s unique life goals and circumstances. From there, I craft a customized and comprehensive plan that helps create a sense of security, knowing their financial affairs are managed consistently and effectively. Clients appreciate my ability to break down complex financial concepts—ensuring they understand each step of their wealth plan—and I take pride in coordinating every aspect so nothing falls through the cracks.
Because honesty and transparency are at the core of how I work, my clients can count on proactive communication and a serve-first attitude. I’m here to simplify their financial journey and make sure they’re equipped to make informed decisions with confidence.
What drives my work is the privilege of earning my clients' trust and becoming a long-term partner they can rely on. I’m deeply committed to helping them live fulfilling lives by providing the financial clarity and strategy they need. For me, it’s about more than just managing wealth—it’s about being a trusted partner who helps them navigate life’s challenges and opportunities, ensuring they are well-prepared for whatever comes next.
I love earning the opportunity to become a trusted, long-term advisor for my clients, helping them to live rich and meaningful lives.
Latest Insights
The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
Read more
Leaving the Workforce Early? 3 Things to Get Right Before You Go
For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …
Read more
The Estate Planning Opportunity Hiding in Plain Sight
Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …
Read more
