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About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

James C. Musgrave, CRPC®

Founder & CEO Musgrave Financial Solutions



James “Jim” Musgrave, founder of Musgrave Financial Solutions, is a Financial Advisor with over 23 years of experience in the financial industry. He helps people within eight years of retirement avoid making costly mistakes and maintain their standard of living in retirement. Jim strives to make recommendations that are in his clients' best interest, no matter the situation.

He is passionate about financial education and is the Baltimore/Washington corridor chapter president of the Society for Financial Awareness (SOFA), whose mission is to eliminate financial illiteracy one community at a time. Over two decades, individuals, families, state and federal employees, and business owners have benefited from his experience and have applied valuable information they learned at his financial workshops. His clients come to him when they need help with: 

  • Retirement planning
  • Withdrawal strategies in retirement
  • Professional money management
  • Risk management & insurance
  • Optimizing social security benefits
  • IRA rollovers
  • Tax reduction strategies

A graduate of the University of Alabama, Jim also earned his Chartered Retirement Planning Counselor ® designation, which denotes expertise in retirement planning, asset management, investment strategies, taxes, estate planning, retirement plan distributions, planning for incapacity, disability and long-term care, employer- sponsored plans, and deferred compensation.

In addition to helping his clients meet their financial goals, Jim and his wife Lara enjoy high performance driving with the Porsche Club of America and outdoor activities. 

Professional credentials:

  • Chartered Retirement Planning Counselor®
  • Securities, Life and Health Licensed in MD, DC, VA, PA, AL, FL, NC, NV & WA
  • Speaker on Social Security, Investment and Retirement Topics
  • B.A., University of Alabama

Robin Drews

Financial planning associate


Robin Drews is the newest member of the Musgrave Financial Solutions team. As a financial planning assistant, she gathers information from clients to analyze client data, runs proposals and illustrations, schedules reviews with clients, and assists in developing financial recommendations. She has previous experience in financial planning from both UBS Financial Services and Morgan Stanley. In addition, she was a small business owner for several years and, as a result, understands the unique challenges that come with owning your own business. She is a strong advocate of financial literacy and education, with a background in helping teachers, members of the military, and government employees understand their pensions and maximize their financial potential through the planning process. Robin helps clients with income replacement strategies during retirement, legacy planning, risk management, and goal setting.  

Although a Kansas City native, Robin has made her home in Montgomery County with her husband Adam, an active-duty service member, and their four kids. Outside of the office, Robin is often on the athletic field, where she coaches field hockey at a local high school.

Vincent J. Natali

Client Service & Operations Manager



Vincent (Vince) Natali’s primary job as client service and operations manager is to ensure our clients have a positive experience. Vince is responsible for setting up new accounts, tracking all incoming transfers, processing distributions and overseeing back-office operations. 

Vince has worked in the financial industry for 7 years. Prior to joining Musgrave Financial Solutions in 2022, he worked as a service manager at Research Financial Strategies and Morgan Stanley supporting clients and the firm’s daily operations.

Vince grew up in Rockville, Maryland, and attended St. John’s College High School in Washington, D.C., before graduating from The University of Alabama in 2015 with a degree in criminal justice. He enjoys spending time with wife, Ana, family and friends, as well as participating in action sports and outdoor activities.

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