David Smith
CIMA®, CFP®
Robinson Smith Wealth Advisors, LLC
Sr. Financial Advisor, Owner
David Smith
CIMA®, CFP®
Robinson Smith Wealth Advisors, LLC
Sr. Financial Advisor, Owner
Being a financial advisor is about more than investing and creating financial plans. It’s about helping clients with life’s big decisions around retirement, college, divorce, inheritances, and family transitions. If clients are successful and confident making those decisions, it will give them peace of mind allowing them to enjoy their wealth - David Smith, CIMA®, CFP®
Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country
Meet David Smith
David Smith is a Portsmouth, NH fee-only financial planner. Robinson Smith Wealth Advisors, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, David Smith is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
David Smith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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David Smith is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact David Smith
Office Locations:
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1 Harbour Place
#12
Portsmouth, NH 3801 -
1 Harbour Place
#12
Portsmouth, NH 3801
