Updated May 30, 2024
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Collins Advisors

Investment Advisor Firm
Total assets under management$127M
Years in business21+

About Collins Advisors

Collins Advisors, LLC is a full-service registered investment advisory firm with a rich history of providing personalized financial services to individuals and businesses. Established with a commitment to trust, research, and financial integrity, the firm places clients' interests above all else and maintains strict confidentiality.

Founded by Mary Collins Sanborn, a seasoned investment professional with extensive experience in bank trust departments and regional broker-dealer firms, Collins Advisors has a legacy of managing portfolios and helping clients achieve their distinctive financial goals. Mary's dedication to her clients led to the creation of Collins Advisors in 2003 after a successful career that included managing substantial assets.

The firm's leadership extends to the second generation with Christine Collins-Schwinger, who joined in 2005. Christine specializes in developing customized investment portfolios tailored to clients' risk tolerances, ethical values, and long-term financial objectives. She is dedicated to promoting financial literacy and wealth-building for families and small businesses.

Collins Advisors takes a personalized approach to wealth management, aiming to help clients build and preserve wealth for generations. They emphasize that every client is unique, and their services are customized to provide control and meet individual financial objectives. With a commitment to trust and a track record of success, Collins Advisors is a reliable partner in achieving long-term financial prosperity.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Estate Planning
  2. Risk Management
  3. Insurance Planning
  4. Tax Efficiency
  5. Retirement Planning

More about Collins Advisors

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
1292703

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Collins Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings