The Company

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.

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.

More information about us can be seen in these Northwest magazines:

Alaska Airlines




Physicians Practice

Horizon Air

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.


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 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. 


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 investment 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.


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.


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.


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 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 viewing our Community Service Partners below.

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.


Robinswood Financial is committed to community service. The following are links to charities and service organizations in which we are active.

American Red Cross. Nongovernmental humanitarian organization that helps people prevent, prepare for, and respond to emergencies. This organization teaches lifesaving skills such as CPR and first aid, helps U.S. service members separated from their families stay connected, collects donations and supplies blood and blood products.

Angel Flight West. Part of a national network of organizations which arranges free air transportation in response to health care and other compelling needs.

Children’s Hospital and Regional Medical Center. Children’s Hospital in Seattle serves as the pediatric referral center for Washington, Alaska, Montana, and Idaho. The hospital also conducts pediatric research and serves as an educational resource for parents and health care professionals.

Matt Talbot Center (MTC). The Matt Talbot Center (MTC) is a recovery program and treatment center for the addicted, the homeless, and mentally ill. Located in Seattle’s Belltown neighborhood, the MTC offers hope, services, and support to individuals ready to commit to their recovery with an intensive clinical outpatient treatment program.

Volunteer Optometric Services to Humanity (VOSH). The primary mission of VOSH/International is to facilitate the provision and the sustainability of vision care worldwide to people who can neither afford nor obtain such care. In Dec 2001 we partnered with the World Health Organization and pledged to eliminate preventable blindness by the year 2020.

Regional Aviation Support (RAVEN). Staffed 100% by volunteers that have dedicated themselves to serving the communities of King County and surrounding counties, it specializes in the safe establishment and operations of Helispots and Helibases when aviation assets are requested for Law Enforcement Special Operations / Fire / EMS / Search and Rescue / Public Safety Education / Natural Disasters / Out of County Assists. RAVEN is an IRS 501(c)(3) nonprofit organization based in King County, Washington State.

Pledge to Our clients

As your financial advisors, we pledge to:

  • Adhere to the highest standards of ethical behavior and fiduciary responsibility.
  • Employ a team of talented, hardworking, and friendly professionals.
  • Communicate candidly with you regarding all aspects of your financial life.
  • Help you set realistic financial goals and instill the discipline to achieve them.
  • Always put your interests first.
  • Accept no compensation that impairs our ability to give you unbiased advice.
  • Continually educate ourselves regarding financial markets—both past and present.
  • Remain vigilant about minimizing fund expenses, transaction costs, and taxes.
  • Invest our personal assets in a manner consistent with your investments.
  • Keep a long-term perspective.

Robinswood is committed to making this world a better place by serving our clients, community, and each other.

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