Michelle Robinson
CFP®, MA LAW
Joss Brown Wealth Advisors
Wealth Advisor
Michelle Robinson
CFP®, MA LAW
Joss Brown Wealth Advisors
Wealth Advisor
“When you come to us you will leave with more understanding about your life, your portfolio, estate planning, and risk. And I will be with you every step of the way.” - Michelle Robinson, CFP®, MA LAW
Fee-Only financial planner located in Williamsburg, VA, serving clients locally and across the country
Michelle Robinson is a Williamsburg, VA fee-only financial planner. Joss Brown Wealth Advisors provide comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michelle Robinson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michelle Robinson brings a unique perspective to financial planning that few advisors offer. With a strong legal background, experience as a successful entrepreneur, and a keen understanding of the business cycle through owning and managing multiple businesses, Michelle helps clients plan for realistic challenges to their planning goals. Michelle has a Master's of Law Degree in Wealth Management. Prior to her Master's Degree Michelle earned Bachelor's Degree in Business Administration. Michelle is one of the few financial advisors in Hampton Roads who is a CERTIFIED FINANCIAL PLANNER™ professional.
Michelle's drive is infectious. Michelle's colleagues and associates comment on how motivated they feel to tackle financial and other goals after meeting with her. Michelle enjoys coaching people through the details of their financial planning. Whether it's the tedious data gathering process to prepare for goal assessment, balancing a portfolio, hanging on a three-way call to give clients the courage to weather the next stock market correction, or just make a money transfer, Michelle is with clients every step of the way.
Michelle deeply understands the ups and downs families can experience with money when they don’t have a firm plan, and has learned the value of becoming a strong steward for the resources God has entrusted her with.
Originally from Jamaica, Michelle moved to the U.S. in 1998 and settled in New York. Using her international perspective and uncanny work ethic, she started and ran several businesses, including sales, retail, bookkeeping, and even real estate. Michelle used her positions to motivate and launch other people on her teams to success. In 2007 Michelle moved to Virginia. Seeing wealth and poverty in multiple communities gave Michelle the perspective that financial empowerment has a strong link to financial education. Soon after undergraduate school, Michelle knew that she wanted to work in the field of Finance.
Michelle's path to Financial Planning in Virginia took her through several accounting engagements and paralegal work for small businesses and the City of Hampton. It was at these more process-driven roles that Michelle learned she wanted to interact with clients directly on a personal level. However, it was not until she served on the Board of Directors for the Financial Planners Association in 2017 that she connected with her passion. True to her theme of stewardship, it was in the role of serving Financial Planners, that Michelle learned she wanted to become one.
When Michelle isn't working with clients, you can find her spending quality time with her family and tending to her garden.
Michelle Robinson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Joss Brown Wealth Advisors is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Hampton Roads, Virginia and the Metro DC area. Our services include fee only objective financial advice, continuous fiduciary oversight, and financial life planning. We bring financial confidence to our clients so they can live what matters to them with more freedom.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michelle Robinson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michelle Robinson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Joss Brown Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Michelle Robinson
Office Locations:
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1321 Jamestown Rd
Suite 201
Williamsburg, VA 23185
