Robert J. Pyle MBA, CFP®, CFA®, AEP®, CEPA®

Partner and Senior Wealth Advisor

Based in Boulder, Rob helps self-employed professionals, small business owners, executives, and families navigate retirement, business transitions, tax planning, and other major financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Robert Typically Helps

Self-employed professionals, small business owners, executives, individuals approaching retirement, families with complex financial needs.

Serving Clients in

Denver • Boulder • Cherry Creek • Greenwood Village • Louisville • Communities throughout Colorado

Available nationwide through virtual meetings

Questions Robert Helps Answer

How can I prepare for retirement and create sustainable income?
How should a business sale, compensation, or career transition affect my plan?
How can I coordinate tax, charitable, and estate planning?
How should I integrate an inheritance or sudden wealth into my plan?
What should I prioritize financially during divorce or after losing a spouse?

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.

Rob joined Mission Wealth in October 2025 when Diversified Asset Management, the Boulder wealth management firm he founded, became part of Mission Wealth. The integration preserved the personal relationships clients valued while expanding access to Mission Wealth’s broader team and resources.

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, Partner and Senior Wealth Advisor

Robert’s Frequently Asked Questions

What should I expect when I begin working with Robert as my financial advisor?

The relationship begins with a comprehensive introductory meeting focused on understanding what matters most to you. Rob will answer your questions, explain the process, and help ensure you feel comfortable before moving forward.

Will I work directly with Robert, and who else may support my financial plan?

Robert will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Robert will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Robert if I live outside Boulder or my situation is not listed above?

Yes. Robert meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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 through the College of Earth and Mineral Sciences, the Penn State Denver Entrepreneur Alumni Network in Colorado, and the Penn State Golden GEMS Colorado Group.