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Michael Robertson

CFP®

He/him

Contact Information

Red Hook, NY

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Shelterbelt Advisors serves the sustainable food and farm community with personalized financial advise, life planning and tax preparation. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration.

Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth.

Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good.

Fee Models
  • Monthly:

    $200+/mo

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Farmers

  • Business Owners

  • Families with Children

  • Environmentalists

  • LGBTQ+

Areas Of Specialization
  • Career Planning

  • Retirement

  • Tax Strategies

  • Small Business

  • Retirement Life Planning

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.