Robert Iola, CLU®, ChFC®
Partner and Wealth Planner
Robert founded IFG Wealth Strategies in 1990 to provide cutting-edge solutions to the financial challenges faced by successful families and business owners. He is the architect of the Total Wealth Solution™, a comprehensive approach to goal setting, challenge recognition, and strategic attainment of client objectives.
On April 1, 2026, IFG Wealth Strategies merged with Synthesis Wealth Planning to provide enhanced capabilities and service to IFG clients, and continuity in planning for generations of families who have come to depend on us.
For almost four decades, Robert has worked as a financial coach and educator, helping his clients to increase wealth, pass it on to future generations, and reduce excessive taxation. In addition, Robert has repeatedly shown his clients how to defend their wealth during some of the worst financial markets in history. He is a specialist in Zero Tax retirement planning and is a leading Power of ZeroTM advisor.
Robert earned his BBA at Lehigh University. He is a member of the Financial Planning Association, NALU (NAIFA), and the Society of Financial Services Professionals. As a part of his ongoing commitment to provide the most comprehensive financial advice to his clients, Robert has earned both the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Robert and his wife, Kathleen, have a daughter, Grace, and enjoy golf, skiing, tennis and their two dogs Rocket and Daisy.
“Our greatest rewards are the long-lasting relationships we enjoy; built on trust, service, and results. We are currently working with the second and third generations of many families, and we look forward to helping you and your family accomplish the goals you care about most.”