Remove the Guesswork with Evidence-Based Investing

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ARE YOU ON TRACK TO RETIRE WELL?

Experience the peace of mind that comes from knowing, not hoping.

INVESTMENT SOLUTIONS BACKED BY ACADEMIC RESEARCH

Hi, we’re Robinson Smith Wealth Advisors – an independent financial services firm dedicated to helping our clients retire with confidence, clarity and ease. We specialize in portfolio management, financial problem-solving and personalized investment strategies for high net-worth individuals.

We're not your average financial advisory firm. There are a couple things we do differently:

1. WE OPERATE FROM A TRUST-BASED (FEE-ONLY) BUSINESS MODEL.

Unlike many of our peers, we do not receive commissions from third-parties. Our compensation is based upon a sliding-fee scale that is paid directly via the client. That means we are legally obligated to act in your best interest – 100 percent of the time.

2. WE FOLLOW AN EVIDENCE-BASED INVESTMENT METHODOLOGY.

Evidence-based investing (EBI) is the practice of making diversified investment decisions based on proven academic and market research. Patterned from the observations of Nobel Prize winning economists, the methodology is rigorous and practical.

3. WE DESIGN COMPREHENSIVE FINANCIAL PLANS.

Planning gives us information about a client’s resources, finances, and liabilities.  It helps us understand how to best invest for them, so ultimately they reach their goals and dreams.

ITS FOR THESE REASONS, WE RARELY SAY GOODBYE TO CLIENTS.

You don’t have to do it alone. And you certainly don’t have to feel dependent upon a giant financial services firm that just makes you feel like another number.

Financial Management
You Can Trust

INVESTING DOESN’T HAVE TO BE OVERWHELMING

You don’t have to do it alone. And you certainly don’t have to feel dependent upon a giant financial services firm that just makes you feel like another number.

At Robinson Smith Wealth Advisors, we serve a diverse array of high net-worth individuals who tend to share a few common traits. They are: