Robert Tilson, CFP®

Robert Tilson

Robert Tilson, CFP®

Bob founded The Tilson Financial Group, Inc., an SEC registered firm, in 1991. He believes the firm’s success is best measured by the number of clients with dedicated long-term working relationships, many going back to the firm’s inception. With over three decades of experience, Bob spends countless hours getting to know clients, identifying what is important to them, and providing peace of mind through comprehensive wealth management and client service. Bob also serves as board-member of the Joan Capps Foundation, an organization engaged in activities that benefit women and children with specific emphasis on global hunger and healthcare issues. He is also a member of both the national and local Financial Planning Associations.

Bob holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He received his Bachelor of Engineering and his MBA in Business Administration and Finance from Rutgers University.

Bob currently resides in New Providence with his wife, Cindy, of 34 years, and loves to spend time with his first and only grandson for the time being, as well as playing golf, pickleball and tennis. Along with seeing his three kids, he likes to spend time at his place in Naples, FL.

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Financial Planning


We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.

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Investment Management


Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.

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Senior Planning 360°


Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.

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