Who We Are
Our financial advisors are held to a fiduciary standard. We focus on your goals first, to develop the strategy that will help you forge a comprehensive plan for your retirement.
About W.A. Smith Financial
We are a team of professionals whose mission is to ensure our clients worry more about their life and less about their money. Every team member at W.A. Smith Financial adheres to a defined list of core values built to provide a positive client experience.
Do What You Say
Keep it Simple
Effort Does Not Equal Results
Let’s Get Started
Our process begins with a comprehensive Portfolio Stress Test to identify the amount of risk, fees, and loss exposure within your current portfolio. Fill out the form below to get started.