Robinson Petronis Group
Have the courage of your knowledge and experience. If you have formed a conclusion from the facts and if you know your judgment is sound, act on it - even though others may hesitate or differ.
-Benjamin Graham
It May Be Time for a Financial Checkup
How to Retire Early
We Stay Focused on Market Trends, so You Don't Have To
Our Mission
We believe that integrity is a core value and critical to the foundation of our team. Our integrity has driven us to build a business based on honest communication, a transparent process, and a long-term commitment to client success. It is our mission to use this integrity based approach alongside our philosophy for managing wealth to help our clients reach their financial goals.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. 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.
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Tips and Resources
The latest topics in our library to Inform and Inspire.
2022 Market, Policy and Planning Outlook
Michael Antonelli's Quick Takes: Inflation
Our Experts
P. Andrew Robinson, CFP®
Vice President: Private Wealth Management
Savannah Petronis, CFP®
Vice President: Private Wealth Management