John Robinson, CFP®

John Robinson, CFP®, is a Partner and Senior Financial Advisor with eight years of experience in the financial services industry. John is deeply passionate about his career and values the dynamic nature of the profession, appreciating the opportunity to combine analytical thinking with personal connection.

He finds fulfillment in the fact that no two days are the same and that his work allows him to make a meaningful impact in clients’ lives. John earned a double major in Finance and Insurance from Appalachian State University in 2018 and has worked in finance since graduating.

In 2024, he earned his CERTIFIED FINANCIAL PLANNER® designation, further strengthening his ability to provide comprehensive, thoughtful financial guidance to clients. The aspect of John’s role he enjoys most is time spent directly with clients.

Whether meeting in the office or sitting around a kitchen table, he values long, meaningful conversations that help him better understand clients’ goals, priorities, and life stories—often remarking that these moments don’t feel like work at all. John’s commitment to excellence has contributed to his team being recognized as part of the 2025 Forbes Best-In-State Wealth Management Teams.

Outside of the office, John enjoys spending time outdoors with his family. He loves hiking, camping, snowboarding, fishing, and embracing an active lifestyle that reflects his appreciation for balance, adventure, and time well spent together.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.

Investment performance is not a criterion. Self-completed survey was used for rating.

This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.