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Wealth management for high-net-worth investors.

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Retirement planning, investment strategies, and tax-efficient wealth management—tailored to your goals.
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3,000+ Families Served since 2008
25+ Team Members working for you
$1 Billion+ Assets under management

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What's Being Said About W.A. Smith Financial Group

"Largest Wealth Financial Firms"
Crain's Cleveland Business
(2019 - 2025)
"One of America's Fastest-Growing Private Companies"
INC. 5000
(2019 - 2022)
"America's Top RIAs"
Financial Advisor Magazine
(2019 - 2024)
"Smart Culture Honoree"
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 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.

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In Retirement Tune-Up: Plan Well and Prosper in Retirement, Bill Smith shares practical strategies to help you plan confidently across income, investments, taxes, healthcare, and estate planning—whether you're nearing retirement or already there.

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See what our clients say

We're proud of the relationships we build with our clients and the results we achieve together. Read their stories and discover why they trust us with their financial futures. We invite you to join our community of empowered individuals.

Displayed testimonials were provided by current clients. No compensation of any kind was provided for these testimonials.

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John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

"It's been great. Andrew and his team are always ready to help me with any questions or needs. That definitely reduced my anxiety regarding retirement."

Jill G. | Client Since 2018

Former Director of MIS
"Was a very professional experience. Feel comfortable with the Group handling my resources, as I want."

Paul G. | Client Since 2023

Former Owner of insurance agency
"Excellent very helpful and have chose wise decisions with finances as well as retirement planning"

Scott A. | Client Since 2017

Administrative nurse O'Neill health care
"Local company - speaking with a local rep face-to-face is always a good asset"

Martin L. | Client Since 2023

General Manager, Try Auto Sales-All Family of companies
"Very good and helpful. They take the time to explain your portfolio so you understand it. Would recomend highly them."

Theresa H. | Client Since 2015

Former Dental assistant for Dr. Myers and Dr. Nicely
"I am very pleased at the ease, professionalism, customer service, and friendliness. I feel confident with W.A. Smith I will reach my retirement goals."

Denette C. | Client Since 2023

Executive Admin., Parker Hannifin

Strategic Planning for a Wealthy and Personalized Retirement

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Investment Strategies Designed for Affluent Retirees

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A Comprehensive, Fiduciary Approach to Retirement

From income planning to estate strategies, we cover every financial angle to aim to secure your goals and legacy.

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Rise and Retirement Set