3434 South West 24th Avenue
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Marcus J. Robinson is a financial representative who works with individuals and businesses to offer them alternative ways to build, balance, preserve and distribute money in a tax sensitive, holistic manner.
Marcus believes in a unique, systemic, disciplined approach to helping people. Marcus acts as a guide, providing his clients an opportunity to travel life's journey in a dignified manner with personalized service.
Having spent over a decade in the financial sector Marcus has facilitated the retirement and legacy implementation for countless clients.
Marcus is an independent financial representative that can assist you with all the legacy saving options available to you.
Managing Partner | Licensed Agent
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.