Robert Methven

Robert Methven is a Partner at Forum Financial Management, LP, based in Midlothian, Virginia, where he specializes in investment management, insurance, retirement, and education planning. At Forum, he works closely with clients to design and implement financial strategies tailored to their unique goals, contributing to the firm's recognition among Barron's Top 100 RIA firms in 2024. Methven's practice covers a broad range of asset classes and focuses especially on retirement planning solutions, wealth preservation, and multi-generational wealth strategies for individuals and families.

Prior to joining Forum in 2007, Methven served as President of Retirement Services Group at Genworth Financial and President of Brokerage Services at GE Capital. He also brings substantial expertise from 12 years in public accounting as well as leadership of his own small business, equipping him with a multidisciplinary perspective across financial sectors including insurance and brokerage services.

Methven holds a degree from the University of Canterbury and has passed the Series 63 and 65 securities exams, underscoring his expertise in comprehensive financial advisory services. Over a career spanning several decades, he has played a significant role in advancing client-focused advisory models and fostering the professional growth of younger advisors, helping to shape the future of wealth management at Forum Financial Management.