Robbins Farley

Robbins Farley

Robbins Farley opened in 2012 when Bob Robbins, a three-time tech entrepreneur, and Colleen Farley left a national advisory firm to build an independent fiduciary practice. They met in 2004 and aligned around a direct-access model for professionals, families, and entrepreneurs in the Southern New Hampshire region. The firm anchors its identity to the fiduciary standard, stating that every recommendation is designed for the client's best interest rather than outside incentives. The firm delivers financial planning, retirement planning, and wealth management with a multi-disciplinary service stack. Its professionals hold specialist certifications that include Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), and Certified College Funding Specialist (CCFS). Robbins Farley coordinates estate and tax planning alongside each client's accountant and attorney, positioning the firm as a central hub for a Southern New Hampshire client base that extends beyond the immediate Bedford area. Bob Robbins started his financial career in 1992 and entered wealth management after liquidating three high-tech businesses, applying the direct experience of an operator's exit to the advisory work. Colleen Farley now leads the firm's succession plan, bringing two decades of portfolio management and wealth management experience to the Managing Partner role. The team uses a clear-reporting approach — online portals and straightforward monthly statements — consistent with the firm's emphasis on education and ongoing communication. Unlike platform-consolidator wealth managers, Robbins Farley remains intentionally small and structured around direct access to the advisory team. The firm does not commercialize the succession itself; it executed an internal generational hand-off that keeps the partnership principles intact while placing the longer-tenured practitioner in operational control.