Meet the M+ Team

Robert Apple

Rob is a client’s calm in the storm, bringing clarity and collaboration to even the most complicated of financial lives.

Robert Apple

Partner

Rob helps people recognize, understand, and solve complicated financial problems, but if you think he only cares about the numbers, you haven’t met Rob.

When his mother received poor financial advice after her divorce, Rob shifted his own professional focus to the stories behind the numbers. It’s only through the lens of each client’s very human goals, wants, and wishes that he can see what their future obstacles might be, and it’s only with this insight that his proposed solutions become meaningful. He is adamant that clients and advisors can ask him anything and is most proud of the speed-to-trust he instills in each person he works with.

The same energy and persistence Rob pours into his work extends to his personal life. He plays golf and hockey, and is active with Be the Change, a local nonprofit he cofounded to empower underserved youth. His mission is to be the bet husband and father he can be. Accordingly, you’ll always find him smiling when he’s with his wife and their two daughters.

Curated connections.
Expertise when it matters most.

Our extended network is built with the same precision and high expectations we have for our team. When the need is clear, we engage trusted specialists who reflect our values, discretion, and commitment to your goals.