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Robert L. Vonderharr, CPA is a seasoned wealth advisor who specializes in helping medical professionals, business owners and retirees build managed portfolios and tax-advantaged estates through his competent expertise and years of building beneficial improvements for clients.
Clients receive on-going financial and estate planning services from Bob which focus on what is in the best interest of each client. Money management services provided by Bob through Valued Wealth Advisors are centered on the C.P.A. model:
“C” for cost reduction
“P” for solid performance
“A” for better asset allocation
Mr. Vonderharr graduated from Moorhead State University in Moorhead, Minnesota with a BA in Accounting in 1976. He has four years of experience in public accounting as an auditor, six years of experience as a financial analyst for an energy company and 25 years of experience as an investment, tax and business consultant. He has been a Wealth Manager with Valued Wealth Advisors since 2008, which he co-founded.
Mr. Vonderharr has been married for 37 years to his lovely wife, Marianne, who educated their four grown children. They have lived in Utah for 36 years and currently reside in Park City, Utah.
Toll Free: 866.964.1031
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Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Louisiana, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
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