We operate differently than many financial advisory firms; each of our clients is partnered with a dedicated team of two Financial Advisors who are CERTIFIED FINANCIAL PLANNER™ professionals or working towards that designation and supported by a client service specialist. We believe this model enables us to deliver our clients the highest level of service. Our multi-generational team provides financial planning and investment management for over 170 client relationships and manages more than $300M in assets. We operate from offices in Portland, Maine and Portsmouth, New Hampshire and serve clients across New England and in 20 U.S. states.
Together we bring years of varied life and professional experience enabling us to see our clients through many different challenges and milestones. We are passionate about our work and strive to help our clients, so they make wise financial choices. Read our bios below to learn more about us and why we love what we do!
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, Maine and Portsmouth, New Hampshire. With over 40 years of combined 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. In 2019, after 10 years employed with RSWA, Tracey Daigle joined "the Dave's" as their newest partner.
We strive to provide an outstanding client experience by delivering quality financial advisory services and by building strong relationships based on integrity and confidence. We continually challenge ourselves to improve our knowledge and skills in order to find the best ways for our clients to achieve their goals.