Community Whealth
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About

History

James Roberts entered the investment management world just before the Great Recession. Working as Bank Financial Advisor, James quickly learned how limited and biased his advice was taught to be. So, as soon as he had enough experience and a large enough book of business, James left for the independent broker/dealer model. There, he again realized that the resources and level of advanced planning he wanted to offer clients was not supported well enough in that model. So, James worked towards the Registered Investment Advisor (RIA) model that Community Whealth exists as today. James also realized how health was ignored in the process of Financial Planning and investment management. Research has proven over the years that wealth and health are connected. It is our mission to make that more tangible for retirees and owners looking to transition ownership if their business.

 

Get in touch

We at Community Whealth know that finding the right advisor to guide you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your timeline.

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Advisors

 
 
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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 physical and mental health are 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

• Certified Long Term Care (CLTC)
• Accredited Investment Fiduciary (AIF)

 
 

 
 
 

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)