Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors is a fee-only financial advisory firm offering financial planning and investment management for individuals and families. The firm works with clients on an ongoing basis to build a personalized financial life plan, organize the process, and guide them through retirement planning and other major life transitions. Its advisors are fee-only fiduciaries, and the firm says it serves clients across New England and in 20 U.S. states.

Clients are paired with a small team of one or two advisors who are CERTIFIED FINANCIAL PLANNER professionals, supported by a client service specialist. Meetings can be in person or virtual. The firm has offices in South Portland, Maine, at 82 Running Hill Road, and in Portsmouth, New Hampshire. The firm is locally owned.