Robinson Smith Wealth Advisors, LLC Email Format
Financial ServicesMaine, United States2-10 Employees
Robinson Smith Wealth Advisors, LLC is a small financial services firm based in Portland, Maine, offering independent fiduciary, fee-only financial guidance. Its services are targeted to high net worth executives and working professionals, helping them define and pursue financial goals while managing and enjoying their wealth. The firm emphasizes objective planning and investment oversight conducted in the client's best interests. In addition to one-on-one advising, RSWA provides educational content through a weekly newsletter and various investing and planning articles on its website. A notable recent development is the hiring of Wesley McNeillie in July 2024, reflecting the firm's ongoing effort to expand its advisory capacity.