Independent Financial Services For Your Life and Goals
Serving Clients in Bedford, NH, and throughout the United States
Wealth Management
Coordinating Investments, Taxes, and Long-Term Goals
Our Certified Portfolio Managers (CPM®) and skilled team are dedicated to helping grow your wealth and build a legacy that reflects what matters most to you. Our comprehensive, holistic approach to wealth management looks at how all financial decisions affect your overall financial health.
This combines:
• Investment management
• Financial planning
• Tax-aware strategies
• Estate and legacy planning
Financial Planning
A Roadmap for Your Financial Future
We coordinate all the moving parts of your financial life into one efficient strategy customized to your goals.
That includes:
• Income and savings
• Debt analysis & pay-down strategies
• Investments
• Education funding
• Insurance protection
• Tax-efficient strategies
• Diversified cash flow planning
Retirement Planning
Turning Your Savings Into Lasting Income
Our team includes professionals with Chartered Retirement Planning Counselor (CRPC®) and Certified Portfolio Manager (CPM®) credentials who focus on preparing you financially for life after work.
This includes evaluating:
• Retirement savings accounts such as 401(k)s, 403(b)s, and IRAs
• Social Security timing and benefit strategies
• Tax-efficient withdrawal strategies
• Healthcare and long-term care considerations
Learn more about our Retirement Planning Services
Financial Education
Our goal is to educate clients so they understand the “why” behind financial strategies and feel empowered to make informed decisions.
This includes concepts like:
• Fiduciary
• Compound Growth
• Asset Allocation
• Risk Management
• Tax-efficient planning
• Investment strategies
Our Fee Structure
Begin building the financial future of your dreams, starting with two complimentary consultations:
• A discovery meeting to understand your goals
• A proposal review outlining a preliminary financial plan, investment strategy, and fee structure
There is no obligation to commit to services with Robbins Farley.
Our compensation is straightforward. We charge an asset-based fee: a percentage of the assets we manage on your behalf.
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As an independent advisory firm, we operate under a Fiduciary standard, meaning every recommendation must serve your best interest first (not our bottom line). We also believe in full transparency, so you’ll always understand both the short- and long-term financial impact of the strategies we recommend.
This Page has been reviewed by Colleen Farley, CPM®
Fiduciary, Managing Principal & Portfolio Manager
Last reviewed: May 2026
