You Didn't Save For Decades to Spend Retirement Worrying About Money
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Talk one-on-one with a W.A. Smith Financial Group advisor, ask questions, and learn more about how we help people plan for retirement. It’s a no-pressure conversation designed to help you decide whether you’re ready to take the next step.
former Insurance adjuster, left position to be a stay at home Mom.
Mechanical Engineer
former Software Project Manager
former Inventory control Manager
former Reactor operator for Lubrizol
What's being said about W.A. Smith Financial Group
"Largest Wealth Financial Firms"
Crain's Cleveland Business
(2019 - 2025)
Crain's Cleveland Business
(2019 - 2025)
"One of America's Fastest-Growing Private Companies"
INC. 5000
(2019 - 2022, 2025)
INC. 5000
(2019 - 2022, 2025)
"America's Top RIAs"
Financial Advisor Magazine
(2019 - 2024)
Financial Advisor Magazine
(2019 - 2024)
"Smart Culture Honoree"
SMART BUSINESS
2025
SMART BUSINESS
2025
Largest Wealth Financial Firms" by Crain's Cleveland Business (2025) – This rating was awarded based on 2025 data and rankings, with placement obtained through both qualification and paid participation. Rankings include: 24th in 2025, 24th in 2024, 16th in 2023, 17th in 2022, 19th in 2021, 21st in 2020, and 22nd in 2019. "One of America's Fastest-Growing Private Companies" by INC. 5000 (2023) – This recognition was given based on 2023 growth data for private companies, with placement secured through qualification and paid participation. Past awards include rankings in the top 5000 for the years 2025, 2022, 2021, 2020, and 2019. Although we did not rank in the top 5000 for the past two years, we are still eligible to use the INC. 5000 logo due to prior awards. "America's Top RIAs" by Financial Advisor Magazine (2024) – This rating was awarded based on 2024 performance criteria for registered investment advisors, with placement obtained through qualification and paid participation. Rankings include: 306 in 2024, 373 in 2023, 377 in 2022, 417 in 2021, 477 in 2020, and 6th in the top 50 fastest-growing in 2019. "Smart Culture Honoree Award" by Smart Business (2025) – This recognition was awarded based on our workplace culture that drives performance and establishes us as an employer-of-choice, with placement obtained through qualification and paid participation.
