portrait of Drew Robbins
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Drew

I enjoy providing individual investors in the Columbus and Indianapolis-area communities with tailored financial solutions and guidance as they work to make their financial goals a reality. I hold the CERTIFIED FINANCIAL PLANNER™ or CFP®, certification and Accredited Asset Management Specialist™, or AAMS™, designation.

I have always known that my purpose in life is to make a positive difference in people's lives. My passion is helping families achieve their lifetime financial goals by listening to what is most important to my clients, creating and implementing a comprehensive financial strategy and partnering with them for the rest of their lives. In addition...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana Univ BloomingtonBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Active Lifestyle
  • Reading

Team Members

  • Lynnette Larison
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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