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Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors began in 1995 when David Robinson founded Robinson Financial Associates in Maine. The modern firm took shape in 2013 when...
Robinson Smith Wealth Advisors
Robinson Smith Wealth Advisors began in 1995 when David Robinson founded Robinson Financial Associates in Maine. The modern firm took shape in 2013 when Robinson partnered with David Smith to create a fee-only fiduciary, and by 2019 Tracey Daigle had joined the partnership. Robinson retired at the end of 2022, and in 2025 Donovan Ingle became an equity owner, formalizing a multi-generational transition that remains locally owned and operated. The firm constructs personalized retirement and wealth-preservation plans, deploying capital across model-driven equity and fixed-income portfolios. Its service model assigns each client a dedicated team of one or two CERTIFIED FINANCIAL PLANNER® professionals supported by a client service specialist. The geographic footprint spans New England and 20 U.S. states, including a growing presence in Florida. The firm reports managing more than $400M in assets across over 200 client relationships. RSWA operates from South Portland, Maine and Portsmouth, New Hampshire with a team structure built around CFP-led pod delivery. In 2025, Donovan Ingle was welcomed as an equity owner — a move that signals succession planning beyond the founding generation. The firm has been recognized with local awards, including being voted a top financial planner by Best of the 207. Robinson Smith’s architecture departs from roll-up aggregators and bank-owned wealth arms: it is a private partnership that monetizes through transparent fee-only billing rather than commission-based insurance or proprietary product sales. That fiduciary-only posture, combined with an ownership stake from a non-founding professional, creates a governance path that independent RIAs frequently struggle to engineer.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
> $400M (per the firm)
Location
Region
North America
Country
United States
City
South Portland
Corporate office
82 Running Hill Road, Suite 205, South Portland, ME 04106, United States
Additional offices
Portsmouth, NH, United States
Principals
David Smith
Partner
Tracey Daigle
Partner
Donovan Ingle
Equity Owner
Sector focus
Frequently asked questions
Who leads the firm and runs investment decisions?
Partners David Smith and Tracey Daigle run the firm day-to-day, with equity owner Donovan Ingle as part of the leadership team. Investment decisions are made within a centralized portfolio management framework executed by their CFP professional teams. Unlike a fund with a single CIO, Robinson Smith’s advisors construct and manage client portfolios using model-driven allocations.
Is Robinson Smith a single family office or a multi-family office?
It is neither. Robinson Smith is a fee-only registered investment advisor (RIA) that serves multiple client relationships, predominantly individuals, trusts, and business entities. It does not market itself as a family office but rather as a fiduciary wealth management firm delivering financial planning and investment management.
How does the firm charge for its services?
Robinson Smith operates on a fee-only basis, charging directly for financial planning and asset management rather than earning commissions on product sales. This fiduciary structure means the firm is legally required to put client interests first. The exact fee schedule is not publicly itemized but is disclosed to prospective clients during engagement.
What is the firm’s ownership structure?
The firm is a privately held LLC. Ownership transitioned from the founding generation when David Robinson retired at the end of 2022. As of 2025, equity owners include David Smith, Tracey Daigle, and Donovan Ingle, creating a partnership structure that keeps the firm local and independent.
Where does the firm source its clients?
Robinson Smith serves clients across New England and in 20 U.S. states, with an explicit focus on Florida alongside its Maine and New Hampshire base. Client acquisition appears organic, driven by local reputation and referrals, rather than through institutional channels or a large-scale marketing engine.
What investment vehicles does Robinson Smith use?
The firm does not operate proprietary funds. It builds diversified portfolios using exchange-traded funds, individual securities, and fixed-income instruments, allocated according to model-driven strategies. There is no evidence of direct private equity, venture capital, or hedge fund commitments in its primary offering.
Is the firm affiliated with a larger financial institution?
No. Robinson Smith is an independent, locally owned RIA. It is not a subsidiary of a bank, an insurance company, or a national aggregator. This independence underpins its fee-only fiduciary model and its ability to operate without conflicts from proprietary product distribution.
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