Tracey M. Daigle

CFP®, IACCP®

Robinson Smith Wealth Advisors, LLC

Financial Advisor, Chief Compliance Officer and Member

Contact Me

Tracey Daigle

CFP®, IACCP®

Robinson Smith Wealth Advisors, LLC

Financial Advisor, Chief Compliance Officer and Member

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tracey M. Daigle, CFP®, IACCP®

Contact Me

207-874-9840

Website

Fee-Only financial planner located in Portland, ME, serving clients locally and across the country

Meet Tracey M. Daigle

Tracey Daigle is a Portland, ME 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, Tracey Daigle is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Tracey M. Daigle 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

  • National Association of Personal Financial Advisors (NAPFA)
    Tracey Daigle is a NAPFA-Registered Financial Advisor

    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.

Contact Tracey M. Daigle

207-874-9840

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 2 Monument Square
    Suite 501
    Portland, ME 4101
  • 2 Monument Square
    Suite 501
    Portland, ME 4101

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser