Community Whealth
How do you spell Whealth?

About

Why Our Community?

Why might our community be a good fit for you? We are built for clients who are tired of paying high fees for mutual fund portfolios that your advisor spends very little time managing. We are built for clients who are frustrated with the lack of collaboration between their financial advisors, accountants, attorneys, insurance agents, etc. We are built for business owners who don’t know where to turn for truly independent advice on how to best leave their business (Third Party Sale, Transition to Family, Transition to Key Employee(s)). We are built for clients who have not yet spent time considering what their purpose and identify will become after they leave work behind for good. We are built for clients who want to feel a part of something greater than themselves. We are built for clients who want to meet other members of our community (i.e. other clients) who are going through very similar events as you are.

Why do we think you should consider our community? Quite simply, because we built it for you.

Fee Conscious

We at Community Whealth understand and embrace the role that fees play on a portfolio. If you’re tired of your advisor “passively managing your active portfolio,” there’s another way. We “actively manage your passive portfolio,” which significantly reduces your fees you pay, all the while having a trusted process and philosophy guiding your investments. Let’s chat!

Set up your free consultation ▸

 
 

Leadership

 
 
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Partner

James Roberts

James is the CEO of Community Whealth which he founded in 2012. Community Whealth is quickly becoming one of the regions leading wealth management firms, providing investors with independent, unbiased advice while offering complete transparency. Community Whealth is pioneering a new era of financial planning where your overall wellness is integrated into financial plans in a meaningful and effective way. James passion leads the way into this new way of approaching financial planning and his clients are benefitting from that leadership.

 

Education

GEORGETOWN UNIVERSITY
Certificate in Financial Planning

UNIVERSITY OF MARYLAND
B.A., Communications

Activities & Affiliations

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Exit Planner (CExP)

 
 

 
 
 
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Partner

Ryan Wibberley

Ryan Wibberley is recognized as a leader in the wealth management industry, Ryan is a regular contributor in Forbes and The Wall Street Journal’s MarketWatch. Ryan appears regularly in national publications that include The Wall Street Journal, Barron’s, Reuters, and The Washington Post, as well as maintaining a strong voice within his industry in financial advisory focused publications.

Ryan previously served his clients as a Financial Advisor at Legg Mason in Washington, DC where he offered financial planning and investment services. From 1993-1994 he worked with Merrill Lynch as a licensed registered representative in the Tyson’s Corner, VA office.

 

Education

WHARTON SCHOOL OF BUSINESS
Fellow

TOWSON UNIVERSITY
B.A., Economics, 1995

Activities & Affiliations

• Accredited Investment Fiduciary (AIF)

 
 

 
 
 
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PARTNER - TRANSITIONS

Kevin Manley

Kevin Manley is a noted business strategist, exit advisor, business intermediary, and entrepreneur. He has founded, advised, and/or invested in a variety of companies in consumer electronics, manufacturing, medical technology, philanthropic technology, real estate development, etc. In 1995 Kevin co-founded Yesmail.com, an online e-marketing solutions company. He and his co-founders took Yesmail public in 1999, and sold it to CMGI in 2000 for over $700M. Kevin now helps owners of growing and mature businesses maximize their company's value, leverage their talent, improve their focus, utilize technology, enhance overall stability, and develop and implement an exit/transition strategy.

Education

UNIVERSITY OF ILLINOIS B.S., M.S. Engineering, MBA

Activities & Affiliations

• Certified Exit Planner (CExP) • Licensed Business Intermediary - M&A • Adjunct Professor - Entrepreneurship - Embry Riddle Aeronautical University

 
 

 
 

PARTNER

Michael Fein

Michael has made it a personal mission to not only understand a client’s finances, but also his/her goals, dreams and lifestyle choices. Michael was formerly an advisor with Harvest Investment Consultants where he managed personal portfolios and retirement plans individually valued in excess of $35-million dollars.

An active speaker on all topics related to finance, Michael is often called upon to speak to Fortune 500 companies, independent investment and trade organizations throughout the Mid-Atlantic region. A resource to financial reporters, Michael’s theories are often quoted in local, regional and national publications.

 

Education

UNIVERSITY OF PITTSBURGH
Accredited Investment Fiduciary

TOWSON UNIVERSITY
B.S., Economics & Finance

Activities & Affiliations

• Accredited Investment Fiduciary (AIF)
• Certified Fund Specialist (CFS)

• Certified Long Term Care (CLTC)