A complete list of active advisors currently associated with Robinson Smith Wealth Advisors, LLC

Warmer can help you find a great advisor at Robinson Smith Wealth Advisors, LLC or one who fits your needs even better.

Robinson Smith Wealth Advisors (RSWA) is an independent, fee‑only financial planning and investment management firm that serves individuals and families nationwide as well as charitable organizations, corporations, and pension and profit‑sharing plans. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, advisor selection services, and may engage independent managers on behalf of clients. RSWA generally allocates client assets among money market funds, mutual funds, ETFs (including target‑date and ESG funds), closed‑end and interval funds, individual fixed‑income securities, stocks, options, structured notes, and — since 2022 — certain real estate private equity investments; it also may recommend exchange funds for clients with concentrated stock positions. The firm uses both long‑ and short‑term strategies, manages model portfolios for similarly‑mandated accounts, integrates ESG considerations when requested, and routinely includes financial planning as part of its investment management relationship. Compared with many peers, RSWA’s brochure and public materials emphasize its fee‑only independence while also calling out third‑party ratings in its external communications, a practice less common among similar team firms; the brochure also directs readers to its website and the SEC adviser database for additional information. The firm manages roughly $445 million across a five‑advisor team and highlights a mix of traditional pooled vehicles and less liquid alternatives (exchange funds and private real estate) as part of its investment toolkit.

To learn more about the advisors currently working at Robinson Smith Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.