Our Firm

Chad Robinson is dedicated to helping individuals, couples, and families in addressing their financial goals.  His main focus is creating comprehensive financial plans for his clients.  He recognizes the important roles that proper insurance coverage, budgeting, and investment advice can play in an individual’s overall financial success.

He believes in building relationships for the long term, guiding you through the stages of wealth with a plan, and helping you meet your financial realities.  He works with his clients to make smart financial decisions, and to provide a steady hand when markets are volatile and investors might otherwise make poor, emotionally-driven decisions.

Chad grew up in New Hampshire where he attended the University of New Hampshire.  He earned a Bachelor’s degree in Geography in 1998.  It was his love of mountains and his experiences in them that brought him to Colorado.   After college, he moved to Frisco, where he, his wife Courtney, and their daughter Elizabeth enjoy all of the activities that living in Summit County has to offer.