Our Qualifications

We have been working with families and businesses in the area since 1985. Rob has served as Principal of Overman Capital Management since its founding in 2002. He has an Advisor with several Investment Firms all in the New Bern area. He studied Finance and Engineering at the University of South Carolina and later participated in the Financial Planning Institute program while at Wheat First Butcher Singer.

We are dedicated to developing an Investment Plan that is both Risk oriented as well as Return oriented. We believe in helping you assess your financial goals and participate in the management of your finances. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to help you pursue your financial goals.