Ken Roberts, CRPS®

With nearly 30 years in financial services, Ken is a founding partner of NobleVest Private Wealth, an independent wealth management firm created to help successful people and families make impactful decisions about how to better manage their finances.

Most recently, Ken was a financial advisor and senior portfolio manager at Morgan Stanley, where he worked with Shweta Agarwal and Geoff Stufflebam. These three partners founded NobleVest in 2021 with a particular focus on working with small business owners and retirees in Southwest Missouri.

With his Chartered Retirement Plan Specialist designation, Ken enjoys working closely with his clients to build a financial plan that begins with a detailed analysis and goal setting exercise, which includes financial, healthcare, risk management and legacy planning. Because NobleVest is an independent firm, Ken can advise his clients on all their financial assets no matter where they are held.

Ken manages portfolios tactically in order to produce more consistent results, utilizing several macro professionals to guide and inform his choices. To complement his public market models, Ken believes in using private investments, where a lack of liquidity has led to above market returns over time, while reducing volatility. NobleVest’s open architecture allows Ken to access the best wealth managers available on behalf of his clients.

Family and faith serve as a cornerstone for everything Ken does. He and his wife Teresa are active in their community. He serves on the board of Eden Village, whose mission is to eradicate chronic homelessness in Springfield. Ken is also an active participant in the East Sunshine Church of Christ and the many ways it serves the community.

Outside of office hours, the bulk of Ken’s energy goes into spending time with his three grandchildren, a girl and twin boys.