David
A. Robertson

David A. Robertson, JD, CFP^®, is a Partner at Signature Estate & Investment Advisors, LLC (SEIA) in the firm’s Cleveland office. He works with affluent individuals and families on the investment, planning, and wealth-preservation decisions that become increasingly complex as wealth grows.

David’s approach is centered on simplifying a client’s financial life. He helps clients connect financial-independence planning, investment management, tax-aware strategies, estate-planning coordination, asset protection, and family priorities within a cohesive long-term strategy. His work is particularly relevant for clients who want their investments, risk-management decisions, and legacy goals to be considered together rather than in isolation.

David brings family-office experience to his work with high-net-worth families. Before joining SEIA, he advised clients at wealth-management firms where he was responsible for family-office services and public and private investment strategies, including hedge funds and private equity. This background informs his perspective on the range of financial decisions that can accompany substantial and complex wealth.

A key area of David’s practice is wealth protection. He has shared insights on property and casualty insurance considerations for affluent families, helping clients understand how insurance can complement a broader strategy for protecting valuable assets, family security, and long-term wealth.

David earned a Bachelor of Arts degree in Economics, with honors, from Colgate University and a Juris Doctor degree from Case Western Reserve University School of Law, where he served as an editor of the law review. He became a CERTIFIED FINANCIAL PLANNER^™ professional in 1994 and is a licensed Ohio insurance agent, Ohio Insurance License #633046. David is a licensed attorney who is not currently practicing law.

David supports clients through SEIA’s Cleveland office.