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David Robinson, CFP®

Senior Financial Advisor, Managing Member

Why I Became a Financial Advisor

My first encounter with financial planning occurred in my mid-thirties when I realized that I needed to plan more systematically for my family. I grew up in Kentucky in a family with wonderful parents, but financial planning wasn’t among their strengths. As an investment lawyer, that side of financial planning came more naturally to me, but at the time I had little life insurance and no estate plan. I sought out a financial advisor of my own, who was helpful in getting me organized and covering all the important bases, but I balked at buying their commissioned investment products.

I thoroughly enjoyed the planning process, however, which led to my studying to become a Certified Financial Planner™ for my own benefit. I always had an entrepreneurial inclination, and down the professional road, I decided to start my own business. The prospect of helping individuals and families achieve financial security while satisfying my personal needs for autonomy and deep intellectual stimulation made becoming an independent financial advisor a perfect match for me. Twenty-five years later, I still consider myself extraordinarily fortunate to do such emotionally and intellectually fulfilling work, along with a terrific professional team, for a great group of clients.  

5 Things to Know About Me

1. I was a European History major in college.
2. Anne and I enjoy golf (Anne is better but I'm improving!), watching movies, dining out and more than anything being with family and a terrific circle of friends.
3. My mom is closing in on 100 with an indomitable and inspirational spirit.
4. I am an insatiable reader, both fiction and non-fiction.
5. I am a die-hard University of Kentucky basketball fan (I bleed "blue") and follow all the Boston professional sports teams closely.

Professional Bio

Dave Robinson is a Senior Financial Advisor and Co-Managing Member of the firm. He is a Certified Financial Planner™ with more than 25 years of experience as a financial advisor to individuals and families. Prior to becoming a financial advisor, he enjoyed a career as an investment lawyer and executive at an insurance company. He holds a bachelor’s degree from Yale University and a Juris Doctor’s degree from the University of Pennsylvania Law School.  

Personal Bio

Dave and Anne, his wife, make their home in Cumberland, Maine. Anne is an CPA with a thriving tax practice. His daughter, son-in-law and two grandchildren live in Cohasset, Massachusetts, and his mother and sister live in Lexington, Kentucky. When time permits, Dave and Anne enjoy spending time in Sarasota, Florida, where they do their best to balance and combine work with warm weather fun and enjoying friends, most of whom also have deep ties to Maine.


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