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Robbins Financial Group

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Wealth management and risk mitigation solutions for high-net-worth individuals, their families, and businesses.

With over 90 years of combined financial services experience, our team at RFG is uniquely qualified to operate as a private financial concierge, giving you access to elite experts. Connect with us to create an individual plan custom tailored to your goals.

"We welcome the opportunity to exceed your expectations and deliver the clarity, confidence, and peace of mind you deserve."

– Donald P Robbins, LUTCF, President RFG

About Us

Operating within a fiduciary standard, we're bound to serve the client's best interest above all else. Your unique strategy is specifically tailored to your family's objective. No two clients have the same plan.

Donald P. Robbins, LUTCF Photo

Donald P. Robbins, LUTCF

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Donald P. Robbins, LUTCF

Donald P. Robbins, LUTCF


I began in finance at Elon University as an Economics major and 2-sport athlete.  I obtained my NC insurance license as an intern for Northwestern Mutual, graduating with a BA in 3 years.  I returned to my hometown of Pittsburgh PA following graduation, choosing a financial advisor position with MetLife over large brokerage houses due to their entrepreneurial model.  To this day, I have NEVER held a salaried position.  

In February of 2005 I started Robbins Financial Group LLC to embrace the Independent Fiduciary Model.   Doing so after achieving top advisor status at the 2 largest life insurers in the US, learning 2 critical lessons:  1.) An advisor cannot serve two masters (both the client and the employer) and therefore needs to be beholden to the client only.  2.)  Institutions trusted to house client’s money likewise cannot serve both clients and shareholders and therefore should not be publicly traded.  History proves the public structure to inherently incentivize near-term management, inevitably diminishing long term financial strength.   In direct contrast to our client’s long term financial objectives.  These two overriding principals are the main driver of our multi-decade 98% client retention rate.  

In March of 2015 after a 4-year due diligence courtship with MassMutual’s Corporate Registered Investment Platform, 321 households of RFG’s were requested to transfer their business with us and 100% did.  From then until present, RFG has added key team members that have driven 500%+ in growth.   Bridget McDonald, Director of Operations; Adam Taff advisor and planning specialist; Chase Austin, former pro baseball player, advisor, and portfolio manager; Ned Jordan, licensed advisor, and client services rep; and Kevin Spear, a licensed insurance broker.

In April of 2023, after a 2-year due-diligence period, RFG agreed in terms to acquire Executive Benefits International from SWBC, to retain Jeanie Howell and provide protégé work to Dan and Gay Balogh during a 2-year transition.

In 23 years, we have had the privilege of advising NFL Owners, GM’s, NCAA AD’s and Head Football coaches, professional athletes in the NFL and MLB, as well as entrepreneurs, executives, and physicians.

I currently reside in Charlotte NC with my high school sweetheart, Kristen and our 3 children Jake, Austin, and Anabelle.  When not working, I spend time coaching and attending their sporting events and traveling, often to boat or golf.

Career Achievements:

  • FINRA licenses Series 6, 7, 63, 65, and SEI.
  • Registered and licensed in 26 states (as of October 2023).
  • LUTCF Designation from the American College
  • Multi-year 5-Star Wealth Manager Charlotte Magazine
  • Million Dollar Round Table, Top of the Table Qualifier
  • Mass Mutual Top of the Council Qualifier
  • Penn Mutual Summit Qualifier
  • Lion Street Owner/Operator
  • 1851 Society Member: An exclusive resource of legal and tax pros assisting RFG Clientele
  • Founding Board Member of the Greg Olsen Foundation
  • Founding Board Member of Immerge LLC Denver, CO.
  • New York Life Agent Reinsurance Company (NYLARC) Investor
  • Masterminds National Study Group 15-year Member
  • MetLife 2001 Rookie of the Year and Top Producer Awards
  • New York Life 10x Agent of the Year 2005-2014
  • New York Life 2008 Ben Feldman Award Winner (highest premium in US)
  • Mass Mutual Carolinas 8x Advisor of the Year Award Winner 2015-2023


Adam Taff, ChFC® Photo

Adam Taff, ChFC®

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Adam Taff, ChFC®


I am an experienced Financial Advisor based out of Charlotte, NC.  My practice adheres to the Independent Fiduciary model, working only to serve my clients above all else.  

In 2004, I graduated from the University of Maryland with a B.S. in Nuclear Engineering.  From there I began working as a defense contractor to the US Navy for six years.  In 2010, I graduated from George Mason University with a Master of Business Administration.

In 2011, I relocated to Charlotte where my wife was completing her Emergency Medicine Residency.  There I joined MassMutual Carolinas, allowing me to start my entrepreneurial passion and focus on providing comprehensive financial planning & wealth management.  

In 2012, I teamed up with Eric Little CPA.  Our vision was to bring taxes & finance under one roof, providing our clients with a coordinated and comprehensive financial plan.  Together we helped numerous small business owners with strategies to reduce their tax liabilities, while save for their long-term goals.

In 2020, I expanded my practice and teamed with Robbins Financial Group.  Our synergies in both Wealth Management and Financial Planning provide our clients with an increase in both resources and services.

I currently reside in Charlotte, NC with my wife and our two daughters.  In my spare time I enjoy traveling, golfing, cooking, and spending time at the beach.   

Career Achievements:

  • FINRA licenses Series 6, 7, 63, 65
  • Registered and licensed in 19 states (as of October 2023)
  • Chartered Financial Consultant (ChFC®) designation
  • Million Dollar Round Table Qualifier
  • MassMutual Top of the Council Qualifier
  • 1851 Society Member: An exclusive resource of legal and tax professionals assisting clientele


  • 2016 – Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services
  • 2010 – Master of Business Administration (MBA) from George Mason University
  • 2004 – B.S. in Nuclear Engineering from the University of Maryland 


 Bridget McDonald Photo

Bridget McDonald

Director of Operations
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Bridget McDonald

Bridget McDonald

Director of Operations

Bridget is the backbone of Robbins Financial Group. As the Director of Operations, she makes sure the daily operations of the firm run smoothly. She assists our advisors with new business cases from start to finish, services existing business and attends to clients’ requests.

Always good with numbers, seeing and planning all aspects of a project, Bridget became a business management major in college. She received a Bachelor of Arts in Business Management from Belmont Abbey College and a Master of Business Administration from Ashford University. Following college, she entered the banking industry where she worked in the life insurance sector and annuities. She joined Robbins Financial Group in 2016.

Bridget resides in Charlotte, NC and enjoys outdoor activities with her husband and 3 children.

Edward C. Jordan Photo

Edward C. Jordan

Licensed Financial Advisor
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Edward C. Jordan

Edward C. Jordan

Licensed Financial Advisor

The financial services sector has been a lifelong calling for Ned who joined Robbins Financial Group in 2016. He has always had his eye on being a financial advisor as both of his grandfathers and his uncle have been in the investment banking and financial services industry since the 1930s.

While he didn’t start his career in financial services, Ned’s passion and skills enabled him to segue into financial planning. Prior to making the ultimate leap to his dream career and joining Robbins Financial Group, he worked in sales, marketing, strategic planning and client account management for 16 years, including 13 years in the medical device industry.

Ned focuses on investment portfolio oversight, business development and client service. His vision is to help others attain peace of mind and achieve their long-term financial goals, and not be intimidated by or discouraged to address their financial issues and concerns.

He graduated from Loyola University Chicago where he received a Bachelor of Business Administration and played for the Division I men’s soccer team. In his spare time, Ned volunteers with Hands & Feet and American Red Cross and is active with St. Matthews Catholic Church. He also enjoys golf, sporting clay shooting and time with family. He lives in Charlotte with his wife and three kids.

Thanh Suong Le Nguyen Photo

Thanh Suong Le Nguyen

Licensed Insurance Professional
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Thanh Suong Le Nguyen

Thanh Suong Le Nguyen

Licensed Insurance Professional

Thanh joined the financial services industry in 2012 and joined Robbins Financial Group in January 2017. Thanh obtained Executive Council status in 2012 and 2013 with New York life, and was awarded 2012 TAS Agent of the Year with New York Life.

Thanh received a Bachelor of Art and Design and a minor in Architecture from North Carolina State University in May 2005. In her free time, she enjoys knitting, cooking, and spending time with her son Sean.

Robbins Financial group chart depicting the flow of communication.

At RFG, we are a single resource financial planning firm. We assist our clients with a myriad of issues, often capitalizing on our extensive capital markets expertise and hand selected network of professionals across a variety of disciplines including:

  • Trust and Estate Attorneys
  • Real Estate Attorneys
  • Merger and Acquisition Attorneys
  • Certified Public Accountants
  • Real Estate Development Companies
  • Charitable Advisors
  • Private Equity Firms
  • Customized Executive Solutions
  • Property & Casualty Insurance
  • Health Insurance

Our client’s plans often include:

  • Customized investment strategies reflective of each client's individual goals
  • Access to innovative investment ideas and opportunities
  • Unique tax mitigation strategies
  • Wealth, preservation, trust and estate strategies, and insurance services

Robbins Financial Group six step process.

Schedule a Consultation


Executing on the custom strategies within your plan requires various products, solutions, and services. We offer an array to help achieve your goals, under your timeline, and within your budget. Your individual plan is a roadmap that outlines your wealth accumulating, growing, and being protected for now, the future and your legacy.

Your plan begins by analyzing your cash-flow and risk management needs. Next, you’ll be provided strategies and solutions for wealth accumulation and tax mitigation. Finally, you’ll have a game plan for retirement and estate.

Schedule a Consultation


Wealth Management Services

  • Asset Optimization
  • Strategic Tax Planning

Trust & Estate Planning

  • Business Inheritance & Valuation
  • Estate Tax Solutions

Retirement Planning

  • Income Tax Minimization
  • Longevity Risk Analysis

Insurance Services

  • Life & Disability Insurance
  • Independent Insurance Brokerage

We offer products, solutions, and strategies to achieve your goals in your timeline, and within your budget. Helping retain and incentivize key personnel and enhancing the future prosperity of the organization and its employees.

Executive Compensation Benefit Plans

  • Deferred Compensation Strategies
  • Collateral-Assigned Split-Dollar Plans
  • Executive Bonus Strategies


Benefit Plans

  • 401(k) & Profit-Sharing Retirement Plans
  • Cash Balance Retirement Plans

Business Planning

  • Buy/Sell Funding Strategies
  • Succession & Exit Planning
  • Key-Person Insurance


"After years of providing guidance and improvements regarding our investment strategy, RFG helped us navigate a complex estate plan and execute the ideal solution for us. We greatly appreciate what they do!"

Daniel & Allison Rooney

Co-Owners, Pittsburgh Steelers

"RFG helped our charity The Heartest Yard, locate and implement a best in class cash management strategy which has maximized our Charity's ability to impact those we serve in our community."

Greg Olsen

Retired NFL All-Pro, Fox Analyst, The Heartest Yard Founder

"After years of dealing with other advisors, we're very grateful to have found the personalized service of RFG and their holistic, process driven approach."

Scott Fitterer

General Manager, The Carolina Panthers

"The entire team at RFG has been instrumental as trusted partners in navigating the transition through pre- and post-sale of our company, and they continue to provide exemplary service in our ongoing consultation."

Shawn & Michele Devinney

Owners, PumpOne Environmental

**The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

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