The Robinson Group | Marlton, NJ | Financial Advisors

The Robinson Group

For over 45 years, we have dedicated ourselves to guiding investors through some of life's most challenging financial situations. Through consultation, education and a commitment to offering the highest quality of service and advice based on trust, respect, and integrity, we have helped many clients accumulate, grow, preserve and enjoy their wealth. In order to replicate that success in today's ever changing marketplace, communication is critical to keeping you up-to-date on how current market events, potential new legislation and changes to your accounts could impact your financial plan.

Our Team

The Robinson Group, using over 65 years of combined industry experience, helps families and organizations manage their wealth strategies. We consult with our clients and their other advisors on a number of financial matters including: customized portfolio analysis, investment planning, retirement income planning, education funding and financial aid, tax and estate planning. We use care and diligence in the work that we do and strive to help our clients. With access to valuable resources, knowledge and capabilities at Janney and throughout the industry, we assist our clients with many of the more complex and technical aspects of qualified and non-qualified retirement plans, business succession planning, estate planning, charitable giving, and insurance. Our clients' success is our greatest goal. Share your plans, visions, questions and concerns with us in confidence and we will help you to prudently navigate the financial seas. ... Read more. Read less.

Allison T. Casey, CFP®

First Vice President/ Investments, Financial Advisor

Winifred D. Robinson

Financial Advisor

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Estate Planning

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.

Events

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.