Robinson Smith Wealth Advisors, LLC is a distinguished financial advisory firm based in Portland, ME and Portsmouth, NH. With a dedicated team of CERTIFIED FINANCIAL PLANNER professionals, they provide personalized wealth management services to over 175 client relationships, managing assets exceeding $300M. Committed to delivering the highest level of service, their experienced team guides clients through various financial challenges and milestones, helping them make informed decisions for a secure future.
Founded in 1995 by David Robinson, the firm joined forces with David Smith in 2013 to establish Robinson Smith Wealth Advisors, LLC. With the addition of Tracey Daigle as a partner in 2019, the practice has grown into an exceptional wealth management firm serving clients not only in New Hampshire and Maine but also across the country, including Florida. Their mission is to provide an outstanding client experience, offering quality financial advisory services and building strong relationships based on integrity and confidence.
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