Robert J. Pyle
MBA, CFP®, CFA, AEP®, CEPA®Partner and Senior Wealth Advisor
"Wealth management is what we do, but what we’re known for more than anything is helping small business owners transition to retirement without ever sacrificing the lifestyle they’ve worked so hard to build."
Robert J. Pyle is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals in Boulder, Colorado and the surrounding area. He provides personalized, comprehensive wealth management services to self-employed professionals and small business owners throughout the country. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small business owners.
What energizes Robert is when he sees massive complexities in our clients’ lives, because that’s where we know we can make the biggest impact. While most of the industry has the same solution for everyone, he is committed to simplifying the complexities, so our families don’t lose sleep over these things any longer. As a result of the work that he does, our families can extend their favorite seasons, spend meaningful time with the people they love, and achieve more than they ever thought was possible.
Learn About Robert J. Pyle
Professional Background
Robert received an MBA in finance from the University of Colorado Boulder and M.S. and B.S. degrees in meteorology from The Pennsylvania State University. He holds professional designations as a Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA), Accredited Estate Planner (AEP®) and Certified Exit Planning Advisor (CEPA®). Prior to founding Diversified Asset Management, Inc., he worked with a local advisory firm in Boulder.
Personal Pursuits
For the past ten years, Robert’s passion has been biking and swimming during the summers. In the winter, Robert enjoys skiing with his family and skate skiing. He extends his favorite season which is winter, and skate skis between 30-50 times per year. Like many of his clients, Robert takes full advantage of the environment in Boulder to pursue sports. He has completed over 250 races, including over 80 triathlons, six marathons, 23 half marathons, and more than 60 10Ks.
Community Impact
Robert has had the opportunity to share his insights as a frequent contributor to the BizWest and has appeared on Denver’s 9News. He is also a past president of the Boulder County Estate Planning Council.
The father of two boys, he has served as both a baseball coach and on the board of North Boulder Little League. Robert volunteered about 200 hours per year during his ten years as a coach. In the summer of 2011, he led the 9/10 All-Star Team to the district championship and a second-place finish in the state championships. In the summer of 2013, he was a coach for the 11/12 All-Star team which won the district and state championships and participated in the Little League World Series regional championships in Waco, TX.
Robert currently serves as President of the Board of the Boulder County Estate Planning Council, a role he will hold through December 2025. He is also actively involved with several Penn State affiliations, including fundraising for the Penn State Development Council, the Penn State Denver Entrepreneur Alumni Network in Colorado, and the Penn State Golden GEMS Colorado Group.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.