Robinswood Financial is a registered investment advisor (RIA) firm providing investment management and financial planning services. Our financial advisors work hard to provide individually managed portfolios tailored to meet each client’s unique needs. Our objective is to deliver higher returns for our clients while providing maximum risk protection.
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A Partnership You Can Count On
Clients come to us for our experience and our wide range of professional services. They stay with us because they can count on receiving personalized service, attention, and solutions.
We are passionate about what we do, and it shows in our work. Throughout our partnership, you’ll gain the confidence and trust that come from working with competent, unbiased professionals.
Independent and Objective
We are not affiliated with any company that offers for-profit
investments or insurance products. We’re completely independent from outside sources; beholden to no one other than our clients.
As a registered investment advisor (RIA), Robinswood Financial is regulated by the Securities and Exchange Commission (SEC)
. Wall Street brokers—whose oversight is by their own industry association—are not subject to the same strict standards as RIAs. Review our registration with the Securities and Exchange Commission
Because you entrust us with the management of your assets, we are obligated to put your best interests first, and we take that obligation to heart. You get advice that is untainted by compensation conflicts of interest. Our compensation is 100 percent fee-based (rather than commission-based) all the time, under all circumstances.
Maintaining the highest ethical standards is the guiding principle of Robinswood Financial. As members of the Financial Planning Association (FPA), employees of Robinswood Financial adhere to the Certified Financial Planner (CFP) Board of Standards code of ethics
that reflects our commitment to help clients achieve their life goals.
Dedicated and Consistent
It’s easy for investors to lose sight of the long-term goals and beliefs guiding the management of their investment portfolio—especially during times of
Our clients trust us with far more than their financial assets.
extreme optimism and extreme pessimism that inevitably occur in all financial markets. Robinswood Financial provides clients with the discipline necessary to stay on track and ultimately achieve their goals.
We never take for granted the fact that our clients trust us with far more than their financial assets. We know that their dreams, their goals, and the well-being of their families also depend on our expert counsel.
Peace of Mind
We keep our client base small due to our strong belief in providing the time necessary to truly listen to the needs of each client and then fulfill those needs with uniquely devised strategies, plans, and solutions. When you call, you’ll be talking to someone who knows you, who will get back to you quickly, and give your questions the care they deserve.
You are paying our firm to be your personal money manager, research investment ideas, structure your portfolios, monitor your investments, update you on how your portfolios are performing, and make adjustments on an as-needed basis. In short, we handle the details of your investments so you can stay focused on your long-term goals.
Experience and Superior Flexibility
Our clients have come to rely on us for more than just investment services. We take an interest in all matters that affect the financial health of you and your family. Our years of experience—along with our education and credentials—make us uniquely qualified to provide financial advice regarding retirement, taxes, insurance, and estate planning issues. We enjoy all aspects of personal finance—it's why we have chosen to work with individuals and families rather than pension plans or corporations.
Safe and Secure
Robinswood Financial will never take title of your assets. Your assets are held by an independent custodian to ensure their safety. We use the services of two custodians. One is Charles Schwab
, a discount broker/dealer insured by the Securities Investor Protection Corporation (SIPC). The other custodian is Schwab Trust Company, a trust company regulated by the Office of Thrift Supervision (OTF), a bureau of the U.S. Treasury Department. The Schwab Trust Company is also a member of the Federal Deposit Insurance Corporation (FDIC).
You have access to your portfolio at all times. You receive statements directly from your custodian, and you receive performance reports from us.
Community and Commitment
Robinswood is committed to making this world a better place by serving our clients, community, and each other to the best of our abilities.
Relationships matter to us—they’re the basis of community, and community is the basis of good business. We encourage our staff to become involved locally. We offer paid time to our employees who
Robinswood is committed to making this world a better place by serving our clients, community, and each other.
volunteer with a variety of organizations.
It’s not just about giving back. It’s also about being a positive force in the partnerships we commit to—the kind that we want to foster among our communities, within our firm, and with our clients.
Everyone here has a personal mission or carries a torch of some kind. Being active in the community has personal meaning to each of us. In addition to learning more about the financial services we provide, we invite you to explore the charities in which we are active. You can learn more about our charities by reading biographies in The Advisors
and by following the Community Service
Please note: Some of the charity and volunteer work we do is time-sensitive. If you allow us to cancel a review or consultation due to an urgent call to service, we will reschedule with you anytime, anywhere, to make up for it.