Robinson Smith Wealth Advisors, LLC
We're Robinson Smith Wealth Advisors – a financial services and investment firm dedicated to providing comprehensive wealth management for high net-worth individuals. We offer evidence-based investment (EBI) solutions that are low cost, tax efficient and empirically-driven. We are part of a select group of advisors approved to offer investments through Dimensional Fund Advisors (DFA).
Our philosophy is simple: Wealth should be a source of enjoyment, not a source of contention. We aim to take the stress out of financial planning so our clients can enjoy life both now and in the future. RSWA traces its roots 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, LLC with offices in Portland and Portsmouth. With over 40 years worth of experience in the financial services sector, the two set out to create a firm that they would be delighted to be served by as clients.
Today our team consists of several members experienced in managing large portfolios for both individuals and families in New England and across the country. The firm manages $250M in assets while serving over 160 clients and families. But we are not just here to manage portfolios; we are here to make a difference. Which is why we are passionate about working with our clients, so they make wise investment and financial choices.
Visit our website for a free copy of our Portfolio Review Checklist, review our Retirement Planning Guide, or catch up on our latest blog post.