Welcome to Robinson Wealth Advisors

When you are trying to navigate life’s many transitions and prepare for the future, it can be challenging to know where to start or which direction to go.  Having an advisor with more knowledge and expertise by your side can help you determine a clear path forward.

You may be in your 60’s and beyond navigating tax and inflation impacts on your portfolio, Social Security/Medicare planning, estate planning and supporting aging parents.  Or in your 40’s – 50’s when you are in your prime wealth building years, starting your own business and planning for retirement.  Or perhaps in your 20’s – 30’s when you are beginning your career, starting your investment portfolio, buying a home, and saving for your child’s education.

Client Centered

At Robinson Wealth Advisors, we want to be your trusted advisor in times of change and beyond. We build real, long-term relationships with our clients by listening to you like a friend and exploring your hopes and dreams for the future.  Our personalized, concierge approach will help ensure you feel like family, not just another portfolio.  When you call our offices, you’ll connect with a team member, not an automated phone service.  We’ll reach out to you to schedule appointments and check-ins so you can focus on other things.  We’ll work hard every day to make sure you know you are our priority.


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The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.