Business Details
31 Years
experience
Your Trusted Partner for Fee-Only Financial Planning & Investment Management
We operate differently than many financial advisory firms by partnering each client with a dedicated team of one or two CERTIFIED FINANCIAL PLANNER professionals supported by a client service specialist. This model enables us to deliver high-level service while managing over $400 million in assets for 200+ client relationships. Our team brings diverse professional experience to address clients' financial challenges across life's milestones. Founded in 1995 as Robinson Financial Associates, we evolved into Robinson Smith Wealth Advisors, LLC in 2013 with offices in Portland, Maine and Portsmouth, New Hampshire. We serve clients across New England and 20 U.S. states, including Florida, with both in-person and virtual meetings.Our mission focuses on building strong relationships through integrity and confidence while continuously improving our expertise to help clients achieve their goals. We maintain fiduciary responsibility as fee-only advisors, prioritizing client interests above all else.
Services
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fiduciary Advisory
Details
- Year established: 1995
Highlights and features
- We operate as fee-only fiduciary advisors required to prioritize client interests
- Our team includes CERTIFIED FINANCIAL PLANNER professionals with decades of combined experience
- We manage over $400 million in client assets with personalized service models
- Our dedicated team approach ensures consistent support through life transitions
- We serve clients across 20 U.S. states with both in-person and virtual options
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
What people say
Dedicated team
Certified experts
Personalized plans
Trusted advisors
Peace of mind
Services
Financial Planning
We develop personalized financial life plans tailored to individual goals and circumstances. Our comprehensive approach addresses retirement strategies, tax optimization, and estate planning. With ongoing support, we help clients navigate complex financial decisions while maintaining fiduciary responsibility.
Investment Management
Our investment strategies focus on long-term growth and risk management across diverse market conditions. We create customized portfolios aligned with client risk tolerance and financial objectives. Regular monitoring ensures optimal performance while maintaining transparent fee structures.
Retirement Planning
We specialize in creating sustainable retirement income plans that consider market volatility and longevity. Our approach includes Social Security optimization, withdrawal strategies, and tax-efficient distributions. We help clients transition from accumulation to income generation with confidence.
Wealth Management
Our wealth management services integrate financial planning with investment oversight for comprehensive client solutions. We address intergenerational wealth transfer, charitable giving strategies, and business owner planning. With over $400 million in managed assets, we provide scalable solutions for complex financial situations.
Fiduciary Advisory
As fee-only fiduciaries, we maintain strict compliance with regulatory standards while prioritizing client interests. Our advisory services include conflict-free recommendations, transparent fee structures, and ongoing education about financial options. This ethical framework ensures unbiased advice aligned with client objectives.
People
Gerrit Petersons
Financial Advisor
CERTIFIED FINANCIAL PLANNER professional with expertise in retirement planning and investment strategies. Committed to providing personalized financial solutions that align with client goals and values.
Wes McNeillie
Financial Advisor
Experienced CFP practitioner specializing in wealth management and tax-efficient planning. Focuses on building long-term client relationships through comprehensive financial guidance and ongoing support.
Kjersti Conway
Paraplanner
Supports financial advisors with technical analysis and client service coordination. Ensures efficient implementation of financial plans while maintaining attention to detail in client documentation.
Questions
What services do you offer?
We provide fee-only financial planning, investment management, retirement planning, and wealth management services tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as fee-only fiduciaries, we have a legal obligation to prioritize client interests above all other considerations in our advisory relationships.
How are your services compensated?
We operate on a transparent fee-only structure with no commissions or product-based incentives, ensuring unbiased financial recommendations aligned with client goals.
Do you work with out-of-state clients?
Yes, we serve clients across 20 U.S. states including New England, Florida, and the Mid-Atlantic regions through virtual and in-person meeting options.
What qualifications do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNER professionals with decades of combined experience in comprehensive financial advisory services.
How do you develop financial plans?
We create personalized financial life plans through collaborative discussions about goals, risk tolerance, and life circumstances with ongoing adjustments as needed.
