Lewis Robinson CPA, AIF®
About Lewis
I’ve spent my career helping business owners and families make thoughtful, sound financial decisions. Today, as a Retirement Plan Consultant with CapSouth Wealth Management, I focus on helping employers evaluate and improve their retirement plans.
I joined CapSouth in 2011 after retiring from the CPA firm I founded in McDonough, GA. I opened CapSouth’s McDonough office and spent many years as a Wealth Advisor before later serving as a Senior Financial Advisor. During that time, I had the opportunity to work closely with business owners, executives, and families on investment management, retirement planning, estate planning, and other important financial decisions.
More recently, I transitioned my wealth management clients to another CapSouth advisor and joined our retirement plan team. In my current role, I work alongside CapSouth’s retirement plan specialists to help employers better understand their fiduciary responsibilities, evaluate plan design and fees, and identify opportunities to strengthen their retirement programs. This includes fiduciary reviews, plan diagnostics, fee benchmarking, and helping employers explore solutions such as Pooled Employer Plans (PEPs).
Before joining CapSouth, I founded Robinson, Whaley, Hammonds & Allison, P.C. in McDonough, Georgia. Under my leadership, the firm grew to serve businesses and individuals throughout the area with tax planning, business consulting, financial planning, and estate planning services. Earlier in my career, I also served as Chief Financial Officer of a publicly traded company and as a partner in a CPA firm in Griffin, Georgia.
I earned my accounting degree from Georgia State University and am a Certified Public Accountant (CPA) and an Accredited Investment Fiduciary® (AIF®).
Throughout my career, I’ve followed a simple principle: listen carefully, offer objective advice, and always put the client’s interests first. I believe that’s how strong, lasting relationships are built.
“What I love about my role as an advisor is helping clients plan for key milestones like Social Security benefits and retirement income, while tailoring tax and estate planning strategies to meet their unique needs.”