Robbins Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Robbins Wealth Management serves individual and high‑net‑worth clients as well as retirement plan participants, trusts, estates, charitable organizations and small businesses. The firm provides portfolio management on both discretionary and non‑discretionary bases and supplements investment advice with financial planning and on‑request tax preparation and trust accounting services.
Investment methodology centers on strategic asset allocation implemented through funds and tactically extended into individual equities, fixed income and customized options strategies; the brochure describes both technical and fundamental analysis as part of the process. Robbins reports a large majority of its assets are managed non‑discretionarily — approximately $15.1 million discretionary versus $226.6 million non‑discretionary as of March 5, 2026 — and discloses the use of option writing and other derivatives in managed accounts.
Distinctive features relative to peers include the firm's explicit offering of accounting and trust accounting services alongside advisory work, and its documented use of derivatives within separately managed accounts, both of which are uncommon among supported firms. The firm also emphasizes fiduciary treatment of retirement account advice and allows clients to impose written investment restrictions or choose non‑discretionary arrangements.
Client services
Expertise
Fee options
$0.00 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000+: 0.60%
$150 per hour for tax preparation services
Account minimum: $300,000 Minimum fee: $3,000 minimum annual fee
Main office
See office3939 West Ridge Road Suite C2
Erie PA 16506-1887
Advisors at this office
1
Offices (2)
Most active in
Florida · Georgia · New York · Ohio · Pennsylvania · South Carolina · Texas
Also doing business as
Robbins Financial Advisory Service Inc · Robbins Financial Service Inc · Robbins Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric R
CFP®, CFA®, Series 65
Summerville, SC
Robbins Wealth Management
Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.
Russell M
Series 65
Erie, PA
Robbins Wealth Management
Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.
James R
CFP®, Series 63, Series 65
Summerville, SC
Robbins Wealth Management
James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.
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