Robinson Smith Wealth Advisors

  • Financial Services
  • Portland ME
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
2 Monument Sq, Portland ME
Website
robinsonsmithwealth.com
Phone
(207) 874-9840
Employees
6
Founded it
1995
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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Who is Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors is an independent wealth advisory firm based in Portland, Maine. With a small team of five employees, the firm focuses on providing personalized financial advice to high net worth executives and working professionals. They have generated $2.5 million in revenue. Robinson Smith Wealth Advisors specializes in offering fiduciary fee-only advice, meaning they act in their clients' best interests and charge fees transparently for their services. Their expertise encompasses a range of financial planning areas, including investment management, retirement planning, and estate planning. They aim to empower their clients to achieve their financial goals and enjoy a secure financial future. The firm distinguishes itself through its commitment to providing accessible and educational resources. They publish a weekly newsletter, "Financial Advisor Insights," on their blog, which offers insightful commentary and advice on current financial topics. Their website also features a wealth of articles and resources on various investing and financial planning strategies. To learn more about Robinson Smith Wealth Advisors and their services, visit their website at robinsonsmithwealth.com.

Robinson Smith Wealth Advisors Industry Tags

Investment Management
Financial Planning
Concentrated Stock
Retirement Planning
Low Cost Basis Stock
College Funding
Individual Bonds
Executives & Professionals
Retirees
Women Investors
Affluent Millenials
Financial Services
Financial Advisory Services
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Robinson Smith Wealth Advisors Tech Stack

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FAQ

What is the location of Robinson Smith Wealth Advisors's headquarters?
The headquarters of Robinson Smith Wealth Advisors are situated at Portland ME
What is Robinson Smith Wealth Advisors's phone number?
Robinson Smith Wealth Advisors's contact number is (207) 874-9840.
What is Robinson Smith Wealth Advisors's official website?
The official website of Robinson Smith Wealth Advisors can be found at robinsonsmithwealth.com.
How many employees does Robinson Smith Wealth Advisors currently have?
Robinson Smith Wealth Advisors employs approximately 6+ people
Which industries is Robinson Smith Wealth Advisors primarily operating in?
Robinson Smith Wealth Advisors operates in the following industries: Finance, Credit
What are Robinson Smith Wealth Advisors's industry tags?
Robinson Smith Wealth Advisors's industry tags include: Investment Management, Financial Planning, Concentrated Stock
When was Robinson Smith Wealth Advisors founded?
Robinson Smith Wealth Advisors was founded in 1995.

Employee Directory

Key Employees

David Smith

Sr. Financial Advisor & Managing Member

Tracey Daigle

Chief Compliance Officer and Senior Financial Advisor