Robinson Smith Wealth Advisors, LLC

About Robinson Smith Wealth Advisors, LLC

<p>From offices in South Portland in the Portland metro and Portsmouth on New Hampshire’s Seacoast, Robinson Smith Wealth Advisors, LLC works with clients across New England and in 20 U.S. states. The firm is a fee-only registered investment advisor and reports $0.4B in assets under management (2026).</p> <p>Robinson Smith Wealth Advisors provides wealth management and financial planning, with investment management and financial life planning as core services. The team includes CERTIFIED FINANCIAL PLANNER™ professionals who help individuals and families plan around major life transitions and long-term retirement goals.</p> <p>The firm also supports small businesses and pension &amp; profit sharing plans, including acting as a 3(21) fiduciary advisor. Clients can expect a fiduciary relationship focused on clear recommendations, organized financial decision-making, and straightforward education on planning and investment options.</p> <p>One differentiator is its team-based planning approach, bringing multiple advisors into the relationship rather than relying on a single point of contact. Robinson Smith Wealth Advisors has also been recognized by “Best of the 207.”</p> <ul> <li>Fee-only registered investment advisor with fiduciary guidance</li> <li>Wealth management and ongoing investment management</li> <li>Financial planning and financial life planning for life transitions</li> <li>3(21) plan support for employers and pension &amp; profit sharing plans</li> <li>Offices in South Portland, ME and Portsmouth, NH serving New England and beyond</li> </ul>

Website: https://www.robinsonsmithwealth.com/