About Us

Old-School Service And Relationships That Last

For more than 30 years, Robert Liddle has built his practice the same way he was raised in small-town Iowa: by showing up, working hard, and doing what he says he’s going to do. While the company's name has changed over the years, his philosophy hasn’t. Today, Liddle Wealth Management serves individuals and families in Minnesota and beyond who are approaching retirement and looking for clear, steady guidance. Our focus is helping clients move from saving for retirement to living confidently in retirement—with structure, coordination, and a plan that makes sense in real life.

Family is central to our firm. Brynn Liddle, a graduate of the University of St. Thomas Opus College of Business, has joined the practice. Together, we serve not only retirees but also their adult children and younger family members who want to start planning early. By working across generations, we provide continuity and consistency, helping families build smart habits today while protecting what they’ve built for tomorrow.

Midwest Values. Objective Advice. Steady Guidance.

We are a client-first advisory practice rooted in practical Midwestern values: hard work, humility, and follow-through. We focus on structure over speculation. Coordination over complexity. Long-term clarity over short-term noise. Our goal is simple: help you feel organized, supported, and confident about your financial life, not overwhelmed.

Holistic Planning Coordinated With Your Advisory Services

Taxes are one of the largest expenses retirees face, yet they’re often overlooked in traditional planning. While we do not provide tax advice, we intentionally design retirement strategies with taxes in mind and collaborate closely with clients’ CPAs and tax professionals. From Social Security timing to IRA withdrawals and income coordination, our goal is to help identify opportunities before decisions are made — not after. That coordination helps minimize surprises and keeps more of your retirement income working for you.

We Think Long-Term And Build Across Generations

With hundreds of long-standing client relationships, Robert has spent decades building trust through consistent communication and face-to-face conversations. Many clients have been with him for 20 years or more. We believe in answering calls, responding promptly, and being available when life happens, even when it’s inconvenient. Whether it’s a market shift, a family transition, or an unexpected loss, our role is to help carry some of that burden so clients can move forward with confidence. This isn’t transactional advice. It’s a long-term, advisory partnership.

Our Core Values

These are the principles that guide us to provide the service our clients have come to respect.

Client-Centered Advice

Our advice is guided by your goals, your priorities, and the decisions you’re facing. That focus allows us to deliver recommendations that are practical, relevant, and built around what serves you best, both now and in the future.

Holistic, Tax-Smart Planning

Your financial decisions are connected, and our comprehensive planning accounts for the full picture. By working alongside your tax professional, we help you find opportunities to keep more of what you earn.

Decades Of Proven Experience

You benefit from decades of hands-on experience navigating real market cycles and financial decisions. That perspective helps bring clarity, discipline, and steadiness to your planning over time.

High-Touch, Relational Service

You receive personal attention, timely communication, and ongoing support as life and finances evolve. Staying accessible and engaged is how we build lasting relationships and serve you well.

Map Out The Path To Your Future

Explore a visual way to understand how your goals, timing, and financial decisions connect.
We offer a practical way to step back, look at the bigger picture, and plan with more intention.

Explore The Roadmap

Supporting Liddle Wealth Management

Explore Cetera

Frequently Asked Questions About Our Firm

Straightforward answers about who we are, who we serve, and what you can expect when working with us.

Yes, the majority of our clients are located in Minnesota, Wisconsin, and Iowa, and many relationships span decades. We also work with retirees who split time in Arizona or Florida, as well as family members who have moved out of state. While our roots are firmly planted in the Midwest, we’re equipped to serve clients wherever life takes them.
Robert Liddle has served clients for more than 30 years. He began his career with First Investors, remained through multiple company acquisitions, and continues today as an advisor affiliated with Cetera. While the firm's name has evolved over time, the client relationships — and the philosophy behind them — have remained consistent.
No. While a large part of our practice is centered on helping individuals and families approaching retirement or already in retirement, that is not the only group we serve. We also work with people in their 30s and 40s who want to start planning early, build strong saving habits, and put a better long-term retirement strategy in place.
Many of these relationships begin through existing client families. We often help adult children and younger family members who want to get started sooner, make informed financial decisions, and create a stronger foundation for the future.
We organize retirement planning around structure and coordination, not trends or headlines. Our bucket-based strategy helps clients clearly understand how assets are allocated for short-term income, long-term growth, and future legacy goals. We also coordinate intentionally with tax and estate professionals so major financial decisions are considered within the full picture.
Liddle Wealth Management is built with continuity in mind. Brynn Liddle has joined the practice and will help strengthen the firm’s ability to serve clients for years to come. The long-term intention is to continue building a family-driven, relationship-focused advisory practice that supports clients — and their families — across generations.

Meet The Liddle Wealth Management Team

Meet Liddle Team

Explore Retirement Advisory Services

See Services

Determine If We’re A Fit

See Who We Serve