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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

  • Do you wonder if you are truly prepared for retirement?
  • Are you concerned you don’t have the right investment strategies in place?
  • Do you need help with college planning?
  • Do you have questions about taxes, insurance, or finances after divorce?

We’re Here to Help Virtually

We offer a no-cost 30-minute consultation to help answer your questions and learn more about you, the people in your life, and your needs, goals, and priorities. 

In our free introductory session, we’ll discuss:

  • Which financial questions do you have?
  • What worries you about your financial future?
  • What does your vision of retirement look like?

How to Prepare for Our Meeting

The more we know, the better we can help you. Start by filling out our short questionnaire that will give us insights and information about your current situation and what we can do to make a difference. 

Get Started Now

Schedule your free 30-minute introductory phone call today to:

  • Get solutions to your specific concerns.
  • Determine if we’d be a good fit together.

Discover how our process and services can bring value to your financial life.

You may also call 609-532-1090 or email

About Rob

Rob Walsh is president and founder of Birds Eye Wealth Planning, an independent financial advisory firm dedicated to partnering with our clients and helping them achieve their financial goals. With over 20 years of experience, Rob is passionate about providing comprehensive, goals-based financial planning designed to match each client’s individual needs, goals, and priorities. Rob serves married couples with children and divorcees, seeking to bring clarity to their financial world by taking both a macro (bird’s eye) and micro view of their financial situation. Rob is known for simplifying complicated financial concepts and strategies, building long-term relationships with his clients, and being there for them no matter what life throws their way. 

Rob graduated Summa Cum Laude from Rider University, where he was a member and captain of their baseball team for four years. When he's not working, you can usually find him cheering for his son and daughter at one of their sporting events. He coaches Howell South youth baseball and also loves a good round of golf. To learn more about Rob, connect with him on LinkedIn.