Robinson Financial Group (RFG) is a fourth-generation, family-owned insurance and benefits advisory firm dedicated to helping individuals, families, and businesses stay close to what matters most. Since 1957, we have guided clients through important financial and insurance decisions with experienced advice, personalized service, and long-term relationships built on trust.
Today, RFG serves businesses, business owners, families, and individuals with a comprehensive range of insurance and employee benefits solutions. From employee benefits and business insurance strategies to life insurance, estate planning, and personal insurance solutions, we work closely with clients to develop customized strategies that reflect each client’s unique needs and goals.
Founded by Sheldon Robinson, the firm continues under the leadership of Elliott Robinson and the next generations of the Robinson family, including Andrew Robinson, Dov Robinson, Jeff Simon, and Yehuda Berman. Together with Allan Kaplan and the rest of our team, we combine decades of experience with a forward-looking approach to help clients navigate an increasingly complex world while remaining committed to the values that have defined our firm for nearly 70 years.
As an independent firm and member of M Financial Group, we have access to extensive resources, industry expertise, and leading insurance solutions while maintaining the personalized attention and family-oriented culture that have been the foundation of Robinson Financial Group since its inception.
At RFG, we believe strong relationships lead to better outcomes. Our commitment is simple: deliver thoughtful guidance, responsive service, and trusted advice that helps protect what matters most today while preparing confidently for tomorrow.