Origin
Mark Robinson founded The Watchman Group in 2004 to address a critical gap in the financial planning industry: the absence of integrated tax strategy. Partnering with a retiring CPA, he developed a service model that combines tax planning with investment management to drive better financial outcomes.
Today, Mark and his partner, Matt Fitzsimmons, lead a growing firm that delivers this model to clients nationwide.
Our Purpose
A Passion to Serve
We built The Watchman Group on a straightforward principle: put clients first. That commitment shapes how we operate, from how we recruit talent to how we deliver advice. As a registered investment advisor, we offer independent, conflict-free guidance with a focus on investment management and tax planning, so clients can make informed decisions and keep more of what they earn.
Financial success isn’t just for the few; it's attainable for anyone willing to learn and take action. The focus is on educating, guiding, and supporting individuals in making informed decisions that lead to lasting financial stability. Whether it's planning for retirement, growing wealth, or navigating financial challenges, being a trusted resource and partner in that journey is a priority.
-Mark Robinson, Founder & Managing Partner
Who We Are
We are fiercely independent and act as fiduciaries on behalf of our clients.
Our team members have both a passion to serve and a passion to learn. We are optimists and believe that the world is getting better with time.
Fiduciary Standard
As a fiduciary, we are held to the highest standards of trust and care in managing your assets. One hundred percent of our revenue comes from our clients. We have no internal products with additional fees, we receive no commissions nor do we engage in fee-sharing arrangements. We pride ourselves on being an independent, unbiased wealth manager with only our clients’ best interests in mind.
The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other’s best interests.