Robert F McCarthy
Financial Advisor
Identify | Simplify | Execute
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Personal
My wife, Moira, and I both were born and raised in the Washington, DC area and knew that we wanted to settle in DC to raise our family. We live in Kensington, Maryland with our four daughters: Maggie, Clare, Bridie, and Holly.
I enjoy spending time with my family and friends whenever possible. I'm a big sports fan—particularly the Redskins, Caps, Nationals, Wizards and the Maryland Terps. When I have the chance, I enjoy playing golf and basketball.
Lending a hand in my community.
Service to the community is important to me and I have chosen to work with groups that have a personal attachment to my family. I serve on committees and help raise awareness and funds for the following causes:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
