David Smith (CFP, CIMA®)

David Smith focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Robinson Smith Wealth Advisors is a financial services and investment firm dedicated to providing comprehensive wealth management for high net-worth individuals.  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. 

Who we serve:

  • Executives & Professionals Planning for Retirement
  • Business Owners/Unique Financial Situations
  • Retirees
  • Women Investors

Services we provide:

  • Investment management (asset allocation, risk tolerance, stock options and restricted stock planning)
  • Retirement planning (pension and Social Security analysis, retirement income projections)
  • Risk management analysis (life, disability, long-term care, liability insurance)
  • Estate planning guidance (estate plan, trusts, family legacy)
  • Tax planning strategies (charitable giving, tax loss harvesting, required minimum distributions, Roth conversions)
  • College planning
  • Executive benefit planning
  • Employee benefits analysis
  • Strategies for business owners (retirement plan options, etc.)
  • Inheritance strategy & management

Additional Information

I am a Senior Financial Advisor and my firm’s Co-Chief Investment Officer. I have more than 25 years’ experience in the financial services industry and hold the Certified Investment Management Analyst™ and Certified Financial Planner™ designations; I am a Co-Managing Member of the firm.

Before joining Robinson Smith, I was a Managing Director at BlackRock, one of the world’s premier global asset and risk management firms. Prior to that, I worked with investment advisors and high net worth individuals at Forward Management, Citizens Funds, and Fidelity Investments. I hold a Bachelor’s degree in psychology from the University of Cincinnati.

I am active in the community and serve on Boards for the YMCA and the Seacoast Repertory Theatre.  I am also active in coaching baseball, basketball, and flag football.  My wife, Wendi, and I live in the wonderful community of Kensington, N.H. I have three boys and can be often found coaching, refereeing, scorekeeping or just cheering at the kid's baseball and basketball games. A Cleveland native, I enjoy following the city's sports teams.  I also closely follow my alma mater, the Cincinnati Bearcats. I enjoy playing basketball, traveling and appreciating food and wine. 

NAPFA Start Date

January 05, 2018

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This Office

1 Harbour Pl Ste 12 Portsmouth, NH 03801-4094 Phone: (603) 427-8926