Our mission is to provide personalized wealth planning, advice, and management services to assist with your monetary needs now and in the future.
Our intention is to work alongside you for the duration of your financial life as together we explore a financial course to fulfill today’s needs, tomorrow’s dreams, and a strategy to build a lasting legacy for future generations.
We will do our best to keep you focused on where you want to go, offer advice on how best to get there, and continually remind you of the importance of maintaining a disciplined investment approach to achieve your financial goals.
We are a state Registered Investment Advisory (RIA) firm located in Virginia and Florida and founded in January 2022 by Tom Robinson, PhD, CFA, CFP, CAIA.
Our founder Tom Robinson has over 30 years experience in financial services and financial education. Tom is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.
2024 was a dynamic year for financial markets, characterized by impressive gains in some sectors and modest performance in others. With large-cap U.S. stocks leading the charge, bonds seeing steady if unspectacular returns, and alternative investments offering mixed results, this
It continues to be a great year for the stock market with large company stocks up 27.3% through the end of November. A broad bond portfolio was up about 2.7% year to date. Real estate is up 14.9%. Commodities have
Retirement planning is a cornerstone of financial well-being, and Individual Retirement Accounts (IRAs) are indispensable tools for achieving your retirement goals. IRAs offer a range of tax advantages and investment options to help you accumulate wealth and secure your financial
It has been a very good year for stocks with large company stocks up 22% through September 30. A broad bond portfolio was up about 4.6% year to date. Real estate did very well this quarter resulting in a year-to-date
When we think of “professions,” law and medicine often come to mind first. In the business world, public accounting is also recognized as a profession. But what truly defines a profession? And can business be considered a professional pursuit? The
The latest “Mind the Gap” study by Morningstar has once again highlighted a frustrating reality for many investors: the returns they actually earn often fall short of the returns their funds generate. The study found that over the past decade,
In the world of personal finance, the debate between the cost of hiring a traditional financial advisor and the value they bring to the table is ongoing. With various options available, from robo-advisors to traditional advisors, understanding the benefits and
It has been a very good year for stocks with large company stocks up 15.3% through June 30. This year has not been as kind to the bond market and real estate which were down year to date. Commodities saw
This was another very good quarter for the stock market with large company stocks up 10.4%. That is historically a return for a full year. This quarter was not as kind to the bond market and real estate which were
Financial markets performed extremely well over 2023 despite economic headwinds and a widely expected recession. The 4th quarter saw exceptional returns in all asset types other than commodities. The table below shows returns for investable ETFs representing the most common
