Summerville, SC Office
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Robbins Wealth Management
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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.
Based on Robbins Wealth Management
Expertise
Based on Robbins Wealth Management
Location
Summerville SC
Advisors at this office
2
Advisors at this office
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.
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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