About Robinson

Hello! My name is Robinson Crawford. I'm a CFP® Professional.
Thank you for visiting. You’ve likely been referred by a client, friend, or partner. My firm is intentionally small, specialized, and boutique.

If you:

  • are an employee, founder, or executive with significant equity compensation (ISOs, NQSOs, RSUs, etc.)
  • have a significant capital gain in company stock, private business, cryptocurrency, or real estate
  • lack the time & energy to optimally manage your significant personal wealth 
  • would happily outsource investments, planning, and tax needs to a credible partner
  • are considering retirement, semi-retirement, or a career change,

then we should talk. Your key transition periods are full of crucial details. I help investors protect themselves & their families from costly mistakes. I'm a specialist in early retirement, equity compensation, and capital gains planning. 

I started my firm in 2017 to advise a limited clientele, primarily executives and employees with significant company stock. Clients includes employees of Apple, Amazon, Facebook, Gartner, Google, Offerpad, Microsoft, Caris Life Sciences, and more. The roster is nearly full, and I evaluate new relationships on a case-by-case basis.

Some personal fun facts: I'm the youngest – and tallest – of four siblings. I’m married to the world’s most beautiful occupational therapist. I love basketball, baseball, sushi, and my two dogs. I’m a Mississippi native, Phoenix resident, and I can get by in both Spanish & Portuguese.

Robinson Crawford, CFP®

Any other questions?

A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.