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.
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