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We manage money for successful individuals and business owners.


Curious about the benefits of scheduling a complimentary consultation?

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Questions we help you answer:

Will I run out of money?

Will he/she be OK when I die?

Will I have to give things up?

Will my business succession plan work?

How do I create a paycheck from my investments?

Do I have enough to retire?

How much risk should I be taking with my investments?

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Our 5-Star Retirement Plan™ covers

Income planning

Investment strategy

Estate planning

Tax planning

Health care planning

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The Fiduciary Standard

Our advisory team adheres to a “fiduciary standard,” putting the client’s best interests above everything else. We focus on creating a financial plan first, not on selling investments and financial products.

Request your Complimentary Consultation

Request your complimentary consultation
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Download the Guides

Wondering How to Create Income in Retirement?

How to Hire the Right Financial Advisor

Take Charge of Your Taxes

Download Your Guides

Here’s what the industry is saying about W.A. Smith Financial Group

"Largest Registered Investment Advisors" CRAIN'S CLEVELAND BUSINESS (2021) Crain's Cleveland Business (2021)
“#95 Fastest Growing in the $500M-1B Category" Financial Advisor Magazine (2021)
“One of America's Fastest-Growing Private Companies” INC. 5000 (2021) Inc. 5000 (2021)

The above are paid placements purchased by W.A. Smith Financial Group

Retirement Solutions with Bill Smith and Robin Swoboda*

Tune in Sundays at 11:30 am on WKYC 3 and on News 5 at 12:00 pm in Cleveland!

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