Doug Robb Jr. in his private wealth office in Long Valley, New Jersey

SEC-Registered Fiduciary · Bronx, NY · Long Valley, NJ

Financial Advisor
New York, New Jersey — Fiduciary,
Always

Doug Robb Jr. brings 31 years of experience to pre-retirees and retirees with $250,000+ in investable assets. Specializing in IRA rollovers, Social Security planning, ROTH conversions, and retirement income strategies for Bronx, NYC metro, and New Jersey residents.

SEC-Registered Investment Adviser
Fiduciary Always — legally bound
31+ Years Experience
CRD# 2384553 Verified on FINRA
SEC-Registered Investment Adviser
Fiduciary — Legally Bound to Your Best Interest
31+ Years of Experience
Former NFL Player
CRD# 2384553 — Verified on FINRA

Comprehensive Retirement Planning Services

From your first IRA rollover to your final legacy gift, Doug Robb Jr. provides fiduciary guidance across every dimension of your retirement plan.

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Retirement Savings Consulting

Specialized retirement income planning to protect and grow your wealth. Fiduciary guidance across every dimension of your retirement blueprint.

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IRA Rollovers

Seamlessly move your 401(k), 403(b), or pension into a structured IRA. Preserve tax advantages and expand your investable options.

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Social Security Planning

Maximize your lifetime Social Security benefit through strategic claiming timelines, spousal coordination, and WEP/GPO analysis.

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ROTH Conversions

Reduce your lifetime tax burden through tactical tax-bracket management. Convert pre-tax IRA funds to tax-free ROTH at your optimal window.

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NYC Pension Rollover

Specialized guidance for public sector workers navigating NYCERS, NYPD, FDNY, TRS, and MTA pension plans.

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Legacy Planning & QCDs

Honor your values through Qualified Charitable Distributions, IRA beneficiary strategies, and faith-aligned giving plans.

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Estate Planning

Coordinate your legacy with specialized estate strategy. Protect current assets and ensure tax-efficient wealth transfers to your beneficiaries.

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Index Universal Life

Construct tax-free retirement income streams through IUL frameworks — market-linked growth with downside protection and no mandatory RMDs.

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Wealth Management

Comprehensive fiduciary wealth management built entirely around your best interests. SEC-Registered Investment Adviser.

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Built for Retirees Who Demand a Fiduciary

Doug's ideal client is not defined by a number — it is defined by a mindset. You have worked hard, saved diligently, and now you want a trusted advisor who is legally obligated to put your interests first.

See Who We Serve
  • $250,000+ in investable assets or $200,000+ combined income
  • Actively looking for a fiduciary — not a salesperson
  • Police officers, firefighters, teachers, and transit workers
  • Retirees planning IRA rollovers or ROTH conversions
  • Retirees collecting a pension seeking income optimization
  • Faith-driven investors who want values-aligned planning
  • Families focused on legacy and charitable giving

Meet Doug Robb Jr. — Your Fiduciary Advisor

"Be a good steward of the gifts God has entrusted to you."

Doug Robb Jr. is the founder and president of ABC Wealth, a SEC-registered fiduciary financial advisory firm. With over 31 years of experience, Doug has built his practice on a simple principle: your advisor should always be legally obligated to act in your best interest.

A former NFL player and the founder of START WITH ONE FOUNDATION Inc. — a 501(c)(3) supporting special-needs adults — Doug brings the same discipline and faith-driven purpose to his clients' financial lives that defined his athletic career.

Doug's Full Story
31+
Years of Experience
$250K+
Minimum Account Size
100%
Fiduciary Standard
1
Advisor — Always Doug
Doug Robb Jr. — Fiduciary Financial Advisor, ABC Wealth, Bronx NY and Long Valley NJ

The Back Nine Plan

Doug's proprietary 5-dimension retirement framework — designed to give clients clarity and confidence in the second half of their financial lives.

01
Income
Sustainable lifetime cash flow from all sources
02
Taxes
Minimize lifetime tax burden through strategic timing
03
Investments
Fiduciary portfolio management aligned to your goals
04
Healthcare
Plan for healthcare costs before and after Medicare
05
Legacy
Values-aligned giving and beneficiary strategy

Frequently Asked Questions

Schedule Your Appointment

No obligation. No sales pitch. Doug will review your situation, explain your options, and tell you directly whether he can help.

Minimum: $250,000 in investable assets or $200,000 combined household income