Richard Robie

Founder/President and Wealth Advisor

(979) 285-0023
Richard R. (Dick) Robie, IAR, adds value to his clients by providing a truly objective and completely private wealth management experience. He lives his life based on the five F’s: Faith, Family/Friends, Finance, Fitness, and Fun.

Dick earned a B.A. in Zoology/Animal Biology from Texas Tech University in 1974 and an M.A. in Health and Physical Education Fitness from the University of Utah in 1977. In 1985 Dick retired from coaching and teaching, and began a career as a financial advisor with IDS Financial Services, now known as American Express Financial Advisors. In 1988 Dick began working for A.G. Edwards & Sons Inc., and went on to attain his CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner license in 1993. In 2002, Dick founded Retirement Planning & Wealth Management LLC.

Dick is active in his church and community. He is a member of Kairos Prison Ministry, where he spends his free time sharing his faith with the residents of his local prison. Since 1988, Dick has been active in Rotary, serving as past president of Brazosport Rotary and currently as a charter member of Texas Gulf Coast After 5 Rotary.

Dick is happiest hiking the mountains with his family, or spending time with his grandchildren. His beloved labrador retrievers are his favorite hobby.

Getting to know Dick

Passions: Family – Especially Grandchildren, Prison outreach, His Dogs, Hunting, Camping, Rotary

What motivates Dick: Faith, Family, Friends, Fitness, Finances, Fun

Favorite Holiday: July 4th

Favorite Quote: “I don’t make jokes, I just watch the government and report the facts.” – Will Rogers