Independent Financial Services For Your Life and Goals
Serving Clients in Bedford, NH, and throughout the United States
Investment 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
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
