Robinson Smith Wealth Advisors

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. 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.