Robbins Farley is an independent financial services firm with over 20 years of investment advisory, wealth management, business exit, and business succession planning experience. In fact, our own story is proof of creating stable financial plans that stand the test of time.
Principal Bob Robbins started in the financial industry in 1992 - after successfully selling three businesses in the high-tech industry, Bob had the liquidity to “retire". Instead, he saw it as an opportunity to lean into a second career as an independent investment advisor, helping family, friends, and eventually a rolodex of clients and other entrepreneurs to strategize their investments, estates, retirements, and business exits and successions.
In 2004, Bob met Colleen Farley while working together at a national financial services firm, and they shared an entrepreneurial mindset and a passion for mentoring, learning and growth. The rest, as they say, is history.
In 2012, Bob and Colleen co-founded Robbins Farley. Managing Partner, Colleen, ushered in a fresh outlook and two decades of financial advising, wealth planning, and wealth preservation experience. With careful succession planning between Colleen and Bob, Colleen is poised to elevate our business to new heights when Bob begins to retire (again).
As an independent firm, Bob, Colleen, and everyone at Robbins Farley is and always will be dedicated to making objective recommendations that are only in your best interest. This is, and always will be, our fiduciary duty to you and we take it very seriously. Your goals become ours. You will always get direct access to us by email, phone, and in-person and virtual meetings; we keep your assets and personal information extremely protected; and you can always view and track your financial progress through easy-to-use online portals and clear monthly statements.
How can we help you navigate your financial future?
We have you covered.
Find peace of mind working alongside our team which includes:
Certified Financial Planner
Certified Portfolio Manager
Chartered Financial Consultant
Certified College Funding Specialist
Qualified Professionals Financial Paraplanner
Chartered Retirement Planning Counselor