Rob Mendenall, RICP®, is a Wealth Advisor with Wealthspan Investment Management, LLC, an SEC-registered investment adviser. Clients work directly with Rob while benefiting from the resources, perspective, and support of the broader Wealthspan team.
Your Wealthspan Team
Rob is the primary advisor for his client relationships—the person clients call, meet with, and plan alongside. Behind that relationship is a broader Wealthspan team providing additional experience, perspective, and support.
Wealth Advisor
Investment Adviser Representative | RICP®
Director of Client Operations
FPQP®
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
What we help with
Financial decisions rarely happen in isolation. Investments, retirement income, taxes, estate planning, and family considerations often affect one another. Our role is to help connect those pieces and keep the broader financial picture in view.
Preparing for retirement and helping you think through timing, spending needs, income sources, and the decisions that come with the transition.
Investment strategies designed around your goals, risk tolerance, time horizon, liquidity needs, and broader financial plan.
Coordinating investments, retirement accounts, Social Security, pensions, and other resources to help support your ongoing income needs.
Considering the tax impact of withdrawals, Roth conversions, account types, and other financial decisions while coordinating with your tax professional when appropriate.
Helping keep beneficiaries, account titling, charitable goals, and your broader financial plan aligned while coordinating with your estate-planning attorney.
Who we serve
Our work is often most valuable when life is changing—or when an important financial decision is ahead.
Families preparing for retirement and navigating how investments, taxes, Social Security, income needs, and changing spending priorities fit together.
Retirement, a career change, the sale of a business, divorce, or the loss of a loved one—times when financial decisions may carry added weight.
Owners coordinating personal wealth with the business while planning for retirement, succession, or an eventual exit.
Helping families thoughtfully integrate inherited assets into their existing financial lives without feeling pressured to make immediate decisions.
Our approach
We begin with your life, not your statements—what you've built, what matters most, and what you want your resources to make possible.
We bring the pieces together—retirement timing, income, investments, taxes, and legacy—into a coordinated plan you can understand.
Life changes, financial circumstances evolve, and tax laws change. We revisit the plan over time and make thoughtful adjustments when appropriate.
Financial Resource Library
Plain-English guides designed to help you understand your options, identify important considerations, and prepare for a more informed conversation.
The value shown for a structured note can move during its term even when the investor continues to receive the expected coupon. Understanding the difference between an interim market value and the note's contractual maturity terms can help put those fluctuations in context.
Read the GuideWithout a plan, South Carolina law may determine who receives certain assets and who handles your affairs. Learn how wills, trusts, beneficiary designations and incapacity planning work together — and why waiting can create unnecessary complications for your family.
Read the GuideCare needs can change where you live, how your family helps, and how retirement savings are used. Understand care settings, coverage limits, funding choices, and the conversations worth having before help is needed.
Read the GuideExplore broad market information, economic indicators, upcoming economic events, and educational resources designed to help put financial headlines in perspective.
Explore Markets & InsightsMarket information is provided by independent third-party sources for general informational purposes only and may be delayed. It is not investment advice or a recommendation to buy or sell any security.
Next step
Whether you're approaching retirement, evaluating an important financial decision, or simply looking for another perspective, a conversation is a good place to begin.