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Wayne Robinson | Financial Advisor

Profile img for Wayne Robinson, financial advisor at Modern Wealth Management
Overland Park, KS
Wayne Robinson
Financial Advisor
Senior Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Born in South Africa and a global citizen at heart, I have spent the past 25 years happily married to my wife, Jenny, as we raise our two incredible boys. Every day, I have the unique privilege of bringing my Yorkie-Poo, Chewy, to the office. Thankfully, he's hypoallergenic, so no sneezing required! With over two decades of experience in financial services, I hold both the Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF) certifications. My expertise spans a broad range of financial strategies, but my passion lies in blockchain and digital currency. If you're ever up for a conversation about crypto, I'm always ready to dive in! Beyond the world of finance, I find my balance in nature. Whether mountain biking, birdwatching, or simply spending quality time with my family, the outdoors is where I recharge and find inspiration. And when the occasion calls for it, I love sharing my passion for fine wine. As a certified Sommelier, I’m always happy to offer a great recommendation. Cheers!
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Specialties and Expertise

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Cryptocurrency & NFTs
High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

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Divorcees
First Responders
Healthcare Workers
High Net Worth Individuals
Professional Athletes
Retirees
Surviving Spouses

Credentials and Designations

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Accredited Investment Fiduciary®

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Chartered Retirement Plan Counselor®

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
University of Witwatersrand, South AfricaBachelor of scienceYear Obtained: 1992

Job History

1
Barber Financial GroupSenior Advisor2015-Present
Quick Facts About Wayne
Years of Experience:20 yearsMember since:2025Average Account Size:$850,000Number of clients:90

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

AUM

Proof of License

SEC Profile
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Overland Park, KS
Wayne Robinson
Financial Advisor
Senior Advisor at
Modern Wealth Management
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Profile last updated: 02-13-2025