Lewis Robinson is a Retirement Income Solutions specialist. He leverages his 35+ years as a CPA to help individual clients formulate a financial plan, enabling them to fully understand their retirement needs and their estate planning needs. He also helps clients and their dependent family members find a reliable and predictable source of income during their retirement phase of their lives. Along with financial planning and retirement planning, Lewis assists clients with diversifying the taxation on the source of their retirement income.
Lewis joined CapSouth Wealth Management in 2011 after seeking to align with a company and leadership team that shared his retirement planning philosophies and principles. He is also a member of the Ed Slott Elite IRA Advisor Group, a well-respected national organization that supports its members as specialists in retirement incoming planning.
Prior to joining CapSouth Wealth Management, Lewis founded and led a McDonough, Georgia based public accounting and consulting firm, Robinson, Whaley Hammonds & Allison, PC, (“RWH&A”) which has since grown to become the largest CPA firm in the area with over twenty professional and support staff. At RWH&A, he specialized in tax planning, personal financial planning, business planning and estate planning for individuals and small to medium sized businesses in a variety of industries.
Lewis is a graduate of Georgia State University and a member of Beta Alpha Psi. He began his CPA career in Atlanta working with regional and national CPA firms. He also served as Chief Financial Officer of a publicly held company prior to joining a local CPA firm in Griffin, GA as a partner and principal.
Throughout his career, Lewis has been actively involved in a variety of community and non-profit organizations in senior leadership and board positions. He has received numerous rewards for his services to these organizations. He is also active in leadership roles, currently serving as an Elder, at his local church, McDonough Presbyterian Church.
Lewis is an avid photographer and a technology enthusiast, widely recognized as an early adopter of emerging technology systems and solutions. He is married to Pat Robinson, resides in McDonough, GA, and has four adult children and four grandchildren.
CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.