Business Details
31 Years
experience
Your Trusted Partner for Fee-Only Financial Planning & Investment Management
At Robinson Smith Wealth Advisors, we operate with a distinct approach to financial advisory services. Each client is partnered with a dedicated team of one or two CERTIFIED FINANCIAL PLANNER professionals supported by a client service specialist, ensuring personalized attention and comprehensive guidance. With over $400 million in assets under management and 200+ client relationships, our firm combines decades of industry experience with a commitment to fiduciary responsibility. Founded in 1995 and headquartered in Portland, Maine, we serve clients across New England and 20 U.S. states, prioritizing integrity, transparency, and long-term financial confidence.Our team's diverse professional backgrounds enable us to navigate complex financial challenges while maintaining a client-first philosophy. We are proud to be recognized as Best Financial Planner and Wealth Management Firm by Best of the 207, reflecting our dedication to exceptional service and measurable outcomes.
Services
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Estate Planning
Details
- Year established: 1995
Highlights and features
- We are certified fee-only fiduciaries required to act in your best interest
- Our team includes CERTIFIED FINANCIAL PLANNER professionals with decades of combined experience
- We manage over $400 million in client assets with personalized strategies
- Our dedicated advisor model ensures consistent, high-touch client service
- We serve clients across 20 U.S. states with local expertise and national reach
What people say
Best Financial Planner
Trusted advisors
Peace of mind
Personalized plans
Excellent service
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial security. We analyze your unique circumstances to develop strategies covering retirement, tax optimization, and risk management. With ongoing support and regular reviews, we help clients in Maine, New Hampshire, and 20+ states achieve measurable progress toward their financial goals through evidence-based planning.
Investment Management
We provide tailored investment management solutions focused on sustainable growth and risk-adjusted returns. Our approach combines modern portfolio theory with personalized asset allocation strategies. Serving clients nationwide from our Portland and Portsmouth offices, we offer continuous portfolio monitoring and rebalancing to maintain alignment with evolving financial objectives and market conditions.
People
Gerrit Petersons
Financial Advisor
CERTIFIED FINANCIAL PLANNER professional with expertise in retirement planning and wealth preservation strategies for individuals and families.
Wes McNeillie
Financial Advisor
Experienced CFP practitioner specializing in investment management and comprehensive financial planning for pre-retirees and retirees.
Kjersti Conway
Paraplanner
Supports financial advisors with technical analysis and client service, ensuring efficient implementation of wealth management strategies.
Questions
Are you a fiduciary financial advisor?
Yes, we are fee-only fiduciaries legally required to act in your best interest at all times.
What services do you offer?
We provide comprehensive financial planning and investment management services tailored to individual client needs.
Where are you located?
Our offices are in Portland, Maine and Portsmouth, New Hampshire, serving clients nationwide.
How are your fees structured?
We operate as fee-only advisors with transparent pricing based on the services provided.
Do you work with out-of-state clients?
Yes, we serve clients across New England and in 20+ U.S. states through virtual and in-person meetings.
