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STEVE ROBBINS, CFP
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About Us

About Our Investment Advisor in Florissant, MO

STEVE ROBBINS, INC. is a registered investment advisor based in Florissant, MO, providing fee-only retirement planning and wealth management services. By being compensated through annual management fees and hourly and per-project consulting fees, our firm does not receive commissions from investment sales. This enables us to provide you with our honest advice when it comes to planning for your financial future.

Staff Committed to Excellence

Our financial planning firm was founded to assist our clients in every aspect of their financial lives. That is why we have built a staff of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members to be knowledgeable, but you will also discover that they are committed to helping you make your dreams a reality. Contact us today to start on the path towards financial stability and security.


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Our Principle

Education and understanding of your current financial situation are vital to your success. As such, we host ongoing educational classes to help you gain the tools necessary to make prudent decisions concerning your financial future. These educational classes include information about:

Achieving Your Savings & Income Goals
Tax Reduction & Estate Planning Strategies
IRA, 401(k), & Other Investment Considerations


How We Are Different

Service
We provide exemplary service to every client through honest, informed advice, and personalized financial planning.

Conflict Free

As independent financial advisors, we provide objective advice and analysis, making recommendations on what’s best for you instead of trying to achieve sales quotas or pushing proprietary products.

Proven Process

We allocate your assets according to your risk tolerance, your investment goals, and your timeframe for achieving those goals to help you achieve long-term financial independence through a risk-averse portfolio.

Fee-Only

We do not accept any commissions, finders’ fees, or referral fees from any other party. This eliminates conflicts of interest to ensure that our only goal is your financial welfare.

Loyalty & Full Transparency

Our team continually measures your overall portfolio performance to review and rebalance when necessary to potentially preserve and protect your wealth. Annual financial plan reviews, quarterly performance, and market update meetings, as well as ongoing educational events throughout the year, are also provided to help address your goals in every phase of your financial life.

Lisa & Steve

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