About Snowbird Financial

Founded in Indiana on June 26, 2012, Snowbird Financial LLC was built on the principle of providing personalized financial planning and wealth management services to individuals, families, and businesses. Our core mission is to cultivate long-term relationships, acting as trusted partners in our clients’ journey to reach their financial goals and fostering greater peace of mind along the way.

We genuinely care about our clients at Snowbird Financial LLC. Placing your needs first is not just a statement; it’s our fundamental commitment. We’re eager to learn about your financial aspirations and explore how we can help you turn them into reality.

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Brian Robinson

FOUNDER

As the Advisor and Founder of Snowbird Financial LLC, Brian Robinson combines a strong financial acumen with a genuine commitment to client success. His journey began after graduating from Indiana University’s Kelley School of Business in 2003, leading to a career in financial services in 2005 at Ameriprise. Building upon this foundation, Brian gained significant experience at Charles Schwab, honing his expertise in portfolio strategy. His experience extends beyond finance, including valuable time in public service with the City of Bloomington. This diverse background ultimately fueled his desire to establish Snowbird Financial LLC in 2012 – a firm built on the principles of personalized advice and unwavering client focus.

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