Thank You for Voting Us #1 for Financial & Investment Advice In North County for 2016*
About Us

Reliable Expertise in Investment & Retirement Planning

STEVE ROBBINS, INC. is a Registered Investment Advisor offering fee-only retirement planning and wealth management services in Florissant, Hazelwood, St. Louis, Missouri and surrounding areas. We are compensated through annual management fees and hourly and per-project consulting fees; we receive no commissions from investment sales.

Reputation for Excellence

STEVE ROBBINS, INC. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Committed Staff

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

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Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, email or give us a call at (314) 839-4600.

How We Are Different

We strive to provide exemplary service to each and every client. Through honest, informed advice and personalized financial planning, we help you make the most of your retirement years.


While many financial advisors focus on achieving sales quotas and pushing proprietary products, our team focuses on helping you work toward your goals. As independent financial advisors, we provide objective advice and analysis, making recommendations based on what's best for you. Being independent, we avoid the conflicts of interest often associated with large brokerage houses pressured to provide products offered by their affiliates.

A Proven Process

Our team helps you make decisions using conservative principles of wealth management. We actively manage your portfolio using a system of recognizing when stock markets may be weakening to potentially preserve your wealth.* We allocate your assets according to your risk tolerance, your investment goals, and your timeframe for achieving those goals. We make risk-averse portfolio recommendations designed to help you achieve long-term financial independence.  *There is no guarantee that active asset management will outperform a buy and hold approach to investing. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.


Our services are fee-only. Many investors prefer fee-only asset management because it removes the sales commission aspect of financial planning, and helps ensure everyone is focused on one goal - your financial welfare.


We look after your welfare long after your plan is implemented. Our team continually measures your overall portfolio performance in light of your goals - reviewing and rebalancing when necessary to potentially preserve and protect your wealth, and keep you on track towards financial independence. We offer annual personal financial plan reviews, quarterly performance and market update meetings, as well as ongoing educational events throughout the year.  We want our clients to fully understand the ins and outs of their retirement plan, as well as the coinciding advice provided. Through the years, we maintain frequent contact with you, ensuring your planning needs and goals are addressed in every phase of your financial life.

Steve and Lisa and Financial Planning Class

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advice offered through Steve Robbins, Inc., a Registered Investment Advisor. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Steve Robbins, Inc. only transacts business in states where it is properly registered (currently Illinois, Missouri and Texas), or is excluded or exempted from registration requirements. Information on this website is directed toward U.S. residents only. 
Information on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
The content of this website should not be construed as legal, estate planning, or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law.
Articles in the Information section of the website were prepared by a third-party journalist who is not affiliated with Steve Robbins, CFP. Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

*We were the recipient of the Best of North County Award for financial and investment advice in 2016. As voted by over 4000 residents and Community News readers in the following zip codes: 63031, 63033, 63042, 63135, 63136, 63138, 63032, 63034. The Community News ran this annual voting process for eight consecutive weeks in January and February 2016.