Wealth Management is About More Than Numbers.
Our firm is built around clear information, building trust, and a lasting relationship with every client family.
Our Planning is Designed Around You.
What matters to you?
what are your biggest retirement concerns?
We take the time to really understand you and get to know your needs, concerns, and goals.
Together, we'll build a plan and portfolio that fits your life today and grows with you over time.
Our Clients Are Thinking About:
Have we saved enough for our kids' college? What about for retirement?
For these significant financial moments, the worry about 'having enough' can be a constant nagging concern. We aim to remove that worry using our modeling projections and real, comforting data.
Have I made the right moves for retirement?
DIY'ing can sometimes lead to DIW'ing (doing it wrong). Or worse, Doing It Worried. We aim to set things up correctly and ensure they stay that way, so you can feel secure about your future.
I believe financial advice should be thoughtful, honest, and approachable.
The Goal:
To make the complex world of finance simpler and more straightforward, for easier decision-making and a more full life.
Robin Kizito, CERTIFIED FINANCIAL PLANNER™
MBA (Finance)
Series 7 + 66
Founder of Addax Bridge
For over 15 years, Robin has been driven by a passion for finance, and a desire to help individuals, families, and businesses.
Following a successful career at Fidelity Investments, he kept hitting the same restriction: time with clients. The industry wanted volume and profit from product sales, even when there were very real and difficult situations to work through with families he cared about.
It soon became clear that he would never be able to offer the best of his expertise and institutional knowledge to clients in the way he truly wanted. With this in mind, he founded Addax Bridge: to provide an authentic, genuine relationship with clients that was fueled by a desire to serve, and a fiduciary oath.
Originally from Uganda in East Africa, Robin lives in Potomac, Maryland, a place he's proud to call home with his two children.
Our Driving Mission:
To create financial plans as unique as the people we serve.
We aim to deeply understand each family's goals, priorities, and distinct circumstances, to provide clarity and confidence at every stage of life.
Memberships + Certifications
Firm Partnerships
Should you choose Addax Bridge?
We think so, if you care about:
Paying only for financial advice, not commissions or products
Having a reliable and invested partner to reach important financial goals
A boutique firm that puts a cap on total client relationships in order to provide a consistently high level of attention and quality of experience
A trustworthy and enjoyable relationship with a longterm financial advisor
Fee-Only Financial Planning + Investment Management •