Francis (Bill) McRoberts

Francis (Bill) McRoberts is a portfolio manager and financial advisor who helps clients align their wealth with a life of meaning and purpose. With decades of experience in income-focused investing and portfolio management, he partners with individuals and families to design strategies that not only protect and grow assets but also support intentional living.

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Bill is passionate about making his remaining time on the planet relevant for himself and others. He believes goals alone aren’t enough—most people need tools and guidance to construct a future vision that excites and feels authentic. To that end, he has embraced Lifebook, a life-design system that explores every dimension of living, and has also completed Dr. Shad Helmstetter’s Self-Talk Coach certification program to guide clients in building empowering inner dialogue. Through these frameworks, along with his own “Great Year Exercise,” he helps clients clarify their “what” and “why” while staying emotionally aligned.

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A fun fact: Bill keeps a BioCharger in his office, which he uses daily to support energy and focus. Based in Hawaii, he enjoys sailing, golf, and time with his grandchildren, continually balancing professional purpose with personal joy.