Robbins Wealth Management

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.

James Robbins is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Robbins Financial Advisory Service, Inc. since 1991. Outside of his advisory work, Robbins maintains ownership of a business handling insurance renewals from prior sales, although he is no longer licensed in insurance. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach supplemented with tactical investments in equities, fixed income, and options, offering both discretionary and non-discretionary account management along with in-house tax preparation and trust accounting services.