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Robinson Smith Wealth Advisors

EST. AUM
$444,890,879

CONTACTS
1

CLIENT ACCOUNTS
903

Firm Details

Metro area Portland, ME
CRD Number 123098
Website robinsonsmithwealth.com
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Overview

The firm operates differently than many financial advisory firms; each client is partnered with a dedicated team of two Financial Advisors who are CERTIFIED FINANCIAL PLANNER™ professionals and supported by a client service specialist. They believe this model enables them to deliver their clients the highest level of service. Their multi-generational team provides financial planning and investment management for over 170 client relationships and manages more than $300M in assets. They operate from offices in Portland, Maine and Portsmouth, New Hampshire and serve clients across New England and in 20 U.S. states.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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