Robert’s Approach
Robert “Bo” Aylin III
MS
Financial Advisor / Member Owner
Overview
Financial advisor Robert “Bo” Aylin III works with individuals and families in our Saint Paul, Minnesota office, where he focuses on guiding clients toward thoughtful, long-term financial decision-making. Bo defines himself as a “behaviorist,” grounding his approach in more than 25 years in the financial services industry.
The Great Financial Crisis of 2008–09 played a major role in shaping Bo’s approach to advising clients. It was a time when he saw investors’ instinctive reactions often conflict with their long-term goals. That experience cemented his belief that comprehensive advice and financial planning can help create the foundation for success, but steady coaching can be just as critical. Bo’s goal is to help clients recognize emotional impulses, reconnect with their strategy, and stay disciplined through market cycles.
Bo served as a founding partner, Chief Compliance Officer, and wealth advisor at PrairieView Partners until it joined with Savant in 2025. He earned a bachelor’s degree in political science and psychology from the University of Vermont and a Master of Science (MS) in higher education administration from Colorado State University.
Bo is active in his church and serves as treasurer for Project Friendship, a youth mentoring organization. He also plays guitar in a rock band. He and his wife, Mari, have four children.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education & Certifications
Education & Certifications
- University of Vermont
Bachelor of Arts in Political Science and Psychology - Colorado State University
Master of Science (MS) in Higher Education Administration
Professional Designations
- Master of Science (MS)
Affiliations
- Project Friendship – treasurer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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