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 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 forty of financial services experience, they have the know how and resources to advise more than $6 billion in client assets as of June 30, 2026.
The National Association of Plan Advisors (NAPA) named The Robinson Private Client Group Top DC Advisor Team for the fourth consecutive year. This award highlights the nation’s leading retirement plan advisor firms.
2020, 2019, 2018 and 2017
Recognized Top 40 Advisor Under 40 by OnWallStreet
