“My wife and I can’t say enough good things about working with Megan Robin. We were looking for guidance on both business and family wealth planning, and Megan delivered exactly what we needed — thoughtful, strategic advice that’s surprisingly hard to find. As someone new to running a business, I found her insights invaluable. She took the time to really listen to our goals and built a multiphase plan tailored to both our professional and personal priorities. Her approach was clear, thorough, and grounded in real experience.

Megan has a rare ability to combine technical expertise with a warm, approachable style. We never felt rushed, and every meeting left us feeling more confident about the road ahead. We plan to continue working with her as our needs evolve and can’t imagine navigating these decisions without her.

Highly recommend her to anyone looking for high-quality tax and planning advice that actually aligns with your life.”

— Dan (law firm owner) & Annie