Bob Neiman
MY WHY
Why I Became a Financial Advisor
As a Certified Public Accountant, I discovered that many of my clients received poor financial advice and often engaged in excessive trading without a clear plan to achieve their goals. I wanted to empower my clients with the knowledge and guidance they needed to make informed financial decisions, helping them take control of their financial futures.
MY FOCUS
Client-Centric Financial Advice
I work with a diverse clientele, primarily comprised of senior citizens, many of whom have been my tax clients for years. My approach to financial advice is top-down, focusing on understanding my clients’ goals and what they wish to achieve in their lives from a financial standpoint. This allows me to provide tailored guidance that meets their specific needs.
About Bob
Bob joined Forum Financial Management, LP in 2025 as a Financial Advisor. Bob currently serves as the owner of Robert A. Neiman CPA and President of Neiman Wealth Management, LLC. Bob brings over 47 years of experience as a CPA and over 22 years of experience as a financial advisor, offering expertise in tax services and small business.
Bob is a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). Bob earned a bachelor’s degree in psychology from Clark University in Worcester, Massachusetts.
In addition to his work as a financial advisor and CPA, Bob is also a photographer who has been practicing for over 50 years.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
