Robin Mitler, AAMS®
Your Trusted Partners in Personalized Wealth Management
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Serving Clients Nationwide
Your Trusted Partners in Personalized Wealth Management
Areas of Focus
- Business Owners
- Estate Planning
- Investment Management
- Retirement Planning
- Taxes
About Robin Mitler, AAMS®
Robin Mitler, AAMS®, has been working in the investment industry since 2005. She was previously the client service manager at Johnston Lemon Asset Management before joining New Potomac Partners.Robin received her Bachelor of Arts degree from Frostburg State University. Robin has passed the NASD Series 66 exam to qualify as an Investment Advisory Representative. Robin also received her certification as an Accredited Asset Management Specialist from the College for Financial Planning.
Robin was raised in the D.C. metro area. She lives in Chapel Hill, North Carolina.
Professional Designations
- Accredited Asset Management Specialist (AAMS)
Primary Location
600 Market Street, Suite G4 Chapel Hill, NC 27516
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005 and continues this tradition with .What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Frostburg State University, Bachelor of Arts (BA)
Hobbies and Interests
- Family
- Gardening
- Hiking
- Running
- Sewing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Highly recommend Robin!
I've been working with Robin for years and deeply appreciate her level-headed advice (particularly in periods of market volatility) that've helped me grow my net worth in a consistent and reliable fashion. Thanks to Robin's consistent and well-informed advice, I've not had to worry about my long term financial health.
Invaluable
Robin Mitler has managed my investments for many years, and through many ups and a few downs. I am extremely thankful to have someone who is knowledgeable where I am not, calm and level-headed when times are unsteady and someone who always maintains their professionalism, but is willing to meet me where I am. Robin is easy to talk to, tells me like it is and listens when I need her to. I have consulted with Robin in almost every financial situation including estate planning, taxes and even the care and handling of my aging mother. Robin is extremely responsive, which I appreciate and she has always encouraged me to ask questions or to just call if I have concerns, especially in uneasy financial times. Her assistance and guidance through the years have been invaluable, and I have nothing but appreciation and admiration for her. She's been my financial advisor, my voice of reason and sometimes even my therapist. I am grateful to have had her in my corner all these years and I highly recommend her for all your asset management needs.
Client Support by Robin Mitler
Robin Mitler is the best financial consultant I have worked with. She's knowledgeable, competent, very personable, easy to talk to, gives well thought out advice and suggests meaningful alternatives. I have worked with her many years now and I always go to her first for her comments and ideas. She is a calm voice when times are tough and I trust her for her thoughts and suggestions on our financial actions. We are pleased with our financial plan and achievements and I credit much of that to Robin.
Financial consultant
I have known Robin Mitler since she started working for Johnson & Lemon. That was at least 15+ years ago. Over the years she has grown in her financial expertise. She has very strong interpersonal skills. They have not diminished over the years. She is upbeat, realistic with the status of the market, willing to answer questions or will follow up if she needs to research. My involvement with Robin provides confidence that my resources are being managed correctly, and with consideration given to my age and the amount of my portfolio.
Robin Mitler
I have been working with Robin Mitler for roughly 20 years. In addition to me, she worked with my mother (til she passed), and now works with both of my adult daughters. I was initially “intimidated” by all things financially-related, and Robin took great pains to allay my insecurities and educate me over the years. Obviously, by virtue of our multi-generational association with Robin, I wholly trust her and her recommendations. She’s a font of information, she’s always quickly responsive and available, she’s a warm and caring partner in my family’s wealth management, and she’s genuine, honest, and … real. In short, I am totally comfortable working with her and would be financially lost without her!
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