Michelle Robinson (CFP®)

Michelle Robinson focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Upon retaining us, we take the time to listen and understand your current situation and help you define your future life goals. We help bring order to your financial life. We partner with you to help you achieve your best possible life. We hold you accountable to your goals. We provide objective guidance and bring the necessary resources to facilitate your financial decisions.

Additional Information

Michelle Robinson, M.A. in Law -Wealth Management, CFP®. Michelle is one of the few financial advisors in Hampton Roads who is a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only NAPFA Registered Financial Advisor in the state of Virginia. Our firm looks forward to assisting you accomplishing your financial objectives.

NAPFA Start Date

March 13, 2019


This Office

1321 Jamestown Rd Ste 201 Williamsburg, VA 23185 Phone: (757) 903-2127

Other Offices

751 Thimble Shoals Blvd Ste C Newport News, VA 23606 Phone: (757) 903-2127