The Robson Planning Group Story

Jonathan Robson launched Robson Planning Group in January of 2003 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients.  Jonathan, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.

Robson Planning Group strives to provide their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Robson Planning Group provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.

Robson Planning Group provides the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.