About Robbins Farley
An Independent Financial Firm Built on Fiduciary Principles
Our Story
Robbins Farley is an independent financial services firm with over 20 years of investment advisory and wealth management experience. As a Fiduciary, Robbins Farley is dedicated to making objective recommendations that are in your best interest.
Co-Founder Bob Robbins began working in the financial industry in 1992. After successfully selling three high-tech businesses, Bob had the liquidity to “retire”. Instead, he saw it as an opportunity to lean into a second career as an investment advisor, helping family, friends, and eventually a rolodex of clients and other entrepreneurs to strategize their investments, estates, retirements, and business exits.
In 2004, Bob met Colleen Farley while working together at a national investment advisory firm, and discovered they shared an entrepreneurial mindset and a passion for helping people. The rest, as they say, is history.
In 2012, Bob and Colleen co-founded Robbins Farley. As a Managing Partner, Colleen ushered in a fresh outlook, while bringing two decades of wealth management and portfolio management experience. After careful succession planning, Colleen is leading the firm into the future, while staying true to our core values and mission.
Why Clients Choose Robbins Farley
Robbins Farley is an independent advisory firm, and our guidance is driven by one standard: your best interest. As Fiduciaries, every recommendation we make is designed to support your financial goals—not outside incentives.
We believe strong relationships lead to better outcomes. That starts with listening closely, asking thoughtful questions, and making sure you always understand the reasons behind our advice.
Working with us means:
• Direct access to your advisory team
• Ongoing communication, from scheduled meetings to ad-hoc conversations
• Clear reporting, with easy-to-use online portals and straightforward monthly statements
• Coordinated planning, alongside your accountant, attorney, and other advisors
Our goal is to bring guidance, clarity, and alignment to your financial life, so every decision works together to support your long-term success