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About Us

Reliable Expertise in Investment & Retirement Planning

STEVE ROBBINS, INC. is a Registered Investment Advisor offering fee-only retirement planning and wealth management services in Florissant, Hazelwood, St. Louis, Missouri, and surrounding areas. We are compensated through annual management fees and hourly and per-project consulting fees; we receive no commissions from investment sales.

Committed to Excellence

STEVE ROBBINS, INC. was founded with the goal of assisting our clients in every aspect of their financial lives. We work to provide the most personal service available, seeking to maintain a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.


Committed Staff

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

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Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, email Info@SteveRobbinsOnline.com or give us a call at (314) 839-4600.


How We Are Different

Service
We strive to provide exemplary service to each and every client. Through honest, informed advice and personalized financial planning, we help you make the most of your retirement years.

Objectivity

While many financial advisors focus on achieving sales quotas and pushing proprietary products, our team focuses on helping you work toward your goals. As independent financial advisors, we provide objective advice and analysis, making recommendations based on what's best for you. Being independent, we avoid the conflicts of interest often associated with large brokerage houses pressured to provide products offered by their affiliates.

A Proven Process

Our team helps you make decisions using conservative principles of wealth management. We actively manage your portfolio using a system of recognizing when stock markets may be weakening to potentially preserve your wealth.* We allocate your assets according to your risk tolerance, your investment goals, and your timeframe for achieving those goals. We make risk-averse portfolio recommendations designed to help you achieve long-term financial independence.  *There is no guarantee that active asset management will outperform a buy and hold approach to investing. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.

Fee-Only

Our services are fee-only. Many investors prefer fee-only asset management because it removes the sales commission aspect of financial planning, and helps ensure everyone is focused on one goal - your financial welfare.

Loyalty

We look after your welfare long after your plan is implemented. Our team continually measures your overall portfolio performance in light of your goals - reviewing and rebalancing when necessary to potentially preserve and protect your wealth, and keep you on track towards financial independence. We offer annual personal financial plan reviews, quarterly performance, and market update meetings, as well as ongoing educational events throughout the year.  We want our clients to fully understand the ins and outs of their retirement plan, as well as the coinciding advice provided. Through the years, we maintain frequent contact with you, ensuring your planning needs and goals are addressed in every phase of your financial life.

Steve and Lisa and Financial Planning Class

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