Robinson Financial Associates

As a fee-only financial advisory firm, we understand that each of our clients is unique, with their own set of financial goals and challenges. At Robinson Smith Wealth Advisors, we pride ourselves on delivering personalized financial planning and investment management services to individuals, families, and small business owners across the United States. With offices in Portland, Maine, and Portsmouth, New Hampshire, we serve clients across New England and beyond.

Our Team

Our team of CERTIFIED FINANCIAL PLANNER professionals is committed to providing exceptional client service. Our team members bring a wealth of experience and expertise to the table, with backgrounds in finance, accounting, and law. We believe in teamwork and collaboration, with each of our clients partnered with a dedicated team of advisors who work together to develop tailored financial plans and investment strategies.

Our Heritage

Robinson Smith Wealth Advisors has a rich heritage dating back to 1995, when David Robinson founded Robinson Financial Associates. In 2013, David Smith and David Robinson joined forces to create Robinson Smith Wealth Advisors, with the goal of creating a firm that they would be delighted to be served by as clients. Today, our firm is led by David Smith and Tracey Daigle, who strive to provide an outstanding client experience by delivering quality financial advisory services and building strong relationships based on integrity and confidence.

Our Mission

Our mission is to provide an exceptional client experience by delivering quality financial advisory services and building strong relationships based on integrity and confidence. We continually challenge ourselves to improve our knowledge and skills to find the best ways for our clients to achieve their goals.

Our Services

We offer a range of services designed to help our clients achieve their financial goals, including:

• Financial Planning: We provide comprehensive financial planning services, helping our clients create personalized financial plans tailored to their unique needs and goals.
• Investment Management: We offer investment management services, helping our clients manage their investment portfolios and achieve their long-term financial goals.
• Retirement Planning: We provide retirement planning services, helping our clients create a sustainable income stream in retirement and achieve their financial goals.

Our Fees

As a fee-only firm, we do not receive commissions from third-parties and we never get paid to sell investment products. We are compensated only by our clients, which allows us to provide objective advice and reduce conflicts of interest. Our fee structure is designed to be transparent and fair, with fees typically starting at 1% of assets under management and being reduced once assets exceed $1M. We also offer an annual retainer fee for clients who do not meet the minimum asset requirements.

Contact Us

We invite you to learn more about our services and how we can help you achieve your financial goals. Please visit our website to schedule a consultation or learn more about our services.