A complete list of active advisors currently associated with Twin Robins Capital

Warmer can help you find a great advisor at Twin Robins Capital or one who fits your needs even better.

Twin Robins Capital serves individual and high‑net‑worth clients, offering discretionary investment management alongside ongoing financial planning. Its planning services cover retirement and estate planning, cash‑flow and debt management, equity‑compensation analysis, business planning, and modeling of rental real estate within a client’s overall financial picture. The firm constructs portfolios using Modern Portfolio Theory for long‑term asset allocation and combines passive and active investment vehicles with fundamental and technical analysis. It typically manages the bond portion with a technical, client‑specific approach and exercises discretionary trading authority for client accounts. Distinctive features include its small, recently founded structure—managing roughly $32.7 million for about 45 clients—and a business model that emphasizes an ongoing, quarterly financial‑planning engagement rather than one‑time plans. Twin Robins also requires clients to custody assets at its recommended custodians (Charles Schwab and Axos Clearing), maintains a CFP®‑designated principal, and operates a podcast addressing Sandwich Generation planning, which are less common among peers of similar size.

To learn more about the advisors currently working at Twin Robins Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.