Robinson Private Client Group

Who We Are

The Robinson Private Client Group is not your typical wealth management and advisory team. With four distinct and unique lines of business, team members consult to a variety of high net worth individuals and families, institutions, retirement plan sponsors, and professional athletes, helping them address their investment goals and fiduciary responsibilities. Through a disciplined and well defined process of investment management and financial planning, members of the Robinson Private Client Group provide customized, structured, and dynamic client service within the context of a long-term professional and consultative relationship. With over twelve years of financial services experience, they have the know how and resources to advise more than $4.5 billion in client assets as of June 30th, 2021.

• Retirement Plan Consulting
• Institutional Consulting
• Private Client Wealth Management Services
• Professional Athlete Wealth Management Services

Awards & Recognitions

The National Association of Plan Advisors (NAPA) named The Robinson Private Client Group for the third consecutive year. This award highlights the nation’s leading retirement plan advisor firms.

Recent Insights