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The Robinson & Shumaker Way

As Advisors backed by a combined 50+ years of experience, we provide a comprehensive service for all your investment and retirement needs. Together, with our circle of influence and trusted partners, we cover all the bases—from consolidating and managing your investment accounts to building a comprehensive financial plan.

By stepping back and taking a look at your entire financial situation as a whole, we’re able to learn more about you, identify your dreams and goals, and understand your tolerance for risk. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

We also have the convenience of a trusted partner company, Sunrise Tax & Planning, located within our building that specializes in tax preparation and tax planning. Having investment, retirement, and tax professionals working under one roof allows us to take a more coordinated approach to your overall financial picture and help ensure your strategies work together as efficiently as possible.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

We believe this comprehensive approach is the best way to evaluate each client’s unique situation on a one-on-one basis.

If you would like to schedule a FREE consultation meeting, start by completing our Free Portfolio Risk Analysis.

*The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.”

How About We Show You What We Do!

James and Rachel

James and Rachel

A married couple with two children unsure if they are making the right financial choices.

Read their story
Harry and Lynn

Harry and Lynn

A retired couple, living off their investments with worries of the future; wanting guidance to make the right decisions.

Read their story

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

enedina@robinsonshumaker.com |  (520) 393-8990

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