Robinswood Financial

What Robinswood Financial does

Robinswood Financial, LLC is a registered investment advisory firm founded in 2007 and headquartered in Kirkland, Washington. The firm provides investment management and financial planning services to individual investors under a dedicated personal advisor model, in which each client is assigned a dedicated advisor who tailors a portfolio to the client's specific needs. Robinswood positions its investment approach as a systematic, emotion-free strategy designed to minimize risk and avoid forecasting market movements, framing the value proposition around consistent, repeatable returns rather than market timing. The firm has built a vertical specialization in Boeing retirement planning, with dedicated content and a service offering targeting Boeing employees and retirees managing Boeing retirement accounts.

Robinswood generates revenue through recurring investment advisory fees billed monthly, with pricing structured as quote-based engagements rather than publicly listed rates. Its go-to-market is sales-led, relying on website content marketing, free initial consultations, and direct phone/email outreach to acquire individual clients. The customer base is overwhelmingly individual investors, broadly distributed, with the Boeing retirement segment serving as a specialized vertical.

The firm operates from a single physical office at 3425 Carillon Point in Kirkland, WA with an employee count in the 11-50 range. The firm does not offer a mobile app, public API, or any documented proprietary technology platform beyond its investment strategy methodology, and its competitive positioning rests on the combined experience of its advisors and the promise of independent, product-agnostic financial advice.

Name

Robinswood Financial

Legal name

Robinswood Financial, LLC

Website

https://robinswood.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Robinswood Financial is a registered investment advisory firm serving individual investors with personalized portfolio management and financial planning. Based in Kirkland, WA, the firm offers dedicated advisor relationships, a systematic emotion-free investment strategy, and specialized Boeing retirement planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Investment advisory services
• Portfolio management
• Retirement planning
• Financial planning
• Wealth management

Headquarters

HQ city

Kirkland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Services: Robinswood Financial generates revenue through investment advisory fees charged to individual clients for professional portfolio management and financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Robinswood Financial is a registered investment advisor (RIA) firm providing personalized investment advisory, professional portfolio management, and comprehensive financial planning services. The firm serves individual clients with a focus on retirement planning, including specialized support for Boeing employees navigating their company retirement benefits.

Product overview

Robinswood Financial is a registered investment advisory firm offering a unified suite of financial planning and investment management services. The core offering centers on professional investment management paired with a risk-minimizing investment strategy that eliminates emotional decision-making. The firm also provides specialized Boeing Retirement planning services for employees of that company. All services are delivered through dedicated advisors who tailor portfolios to individual client needs. The company offers a free initial consultation as an entry point to their portfolio development and management services.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Strategy Services
• Professional Portfolio Management
• Boeing Retirement Planning
• Free Initial Consultation

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BoeingminorOthersRobinswood Financial maintains a specialized Boeing Retirement page on their website, indicating a dedicated service offering for Boeing employees and retirees managing their retirement accounts. This appears to be a specialized client segment rather than a formal partnership agreement.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Fisher Investments: Large RIA managing portfolios primarily for high-net-worth individuals. Comparable as an established investment advisory firm, but at substantially greater scale and with institutional-style portfolio management.
• Edward Jones: National wealth management franchise with dedicated local financial advisors serving individual investors. Comparable dedicated-advisor model, but with thousands of branches and broader product set.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service for individual investors. Directly comparable offering, but Vanguard's scale and low-cost brand exert fee pressure on small RIAs like Robinswood.
• Charles Schwab Wealth Advisory: Schwab's dedicated advisor-led wealth advisory service for individuals. Comparable product offering (managed portfolios for individuals) but embedded in a much larger brokerage ecosystem.
• Merrill Lynch Wealth Management: Bank of America's wealth management arm offering personalized investment advisory to individuals, including retirement planning. Comparable personalized advisory model, but with substantially broader resources and brand reach.

Direct peers

• Creative Planning: Large independent, fee-only RIA providing personalized investment management and financial planning to individuals. Comparable core business model of bespoke portfolio management for individuals with recurring advisory fees.
• Carson Group: RIA-focused wealth management firm that supports independent advisors with investment management and business infrastructure. Comparable as a similarly structured RIA practice targeting individual investors.
• Empower (Personal Capital): Hybrid digital-plus-advisor wealth management firm serving individual investors with retirement planning and portfolio management. Comparable in offering individuals personalized advisory plus portfolio management.
• Facet Wealth: Flat-fee, fiduciary RIA serving individual clients nationwide with a dedicated-advisor model. Directly comparable to Robinswood's individualized investment advisory and recurring fee structure.

Emerging players

• Betterment: Leading robo-advisor offering automated, low-cost portfolio management to individual investors. Comparable end-customer (individual investors), but competes primarily on price and digital experience versus Robinswood's personal-touch model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/399241096753164
• LinkedInlinkedin.com/company/robinswood-financial

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Robinswood Financial