Skip to content

We manage wealth for successful individuals and business owners.


Testimonials

Kevin H.

“W.A. Smith Financial has a great team that stays on top of the changing market conditions.  Prepares their clients for possible political changes and what to consider in their investments.”

Brian A.

“W.A. Smith Financial has done great and I’ve had no problems.  If I have a question I can call and get a timely answer.”

KKF

"Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion."

KKF

“Our advisor calms the waters during turbulent times.”

Richard F.

“…This hard-working group not only works as a team but keeps us informed with online reports and includes us in decision making.”

Christopher and Peggy

“…They offer a vast knowledge of markets. A great company to partner with!”

Stephen F.

“We have been extremely pleased with W.A. Smith and our advisor. Informative, quick to respond, and our portfolio has done very well.”

Curious about the benefits of scheduling a complimentary consultation?

plan1

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?

plan2

Our 5-Star Retirement Plan™ covers

Income planning

Investment strategy

Estate planning

Tax planning

Health care planning

plan3

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.

three-whitepaper-mockups-2

Download the Guides

Wondering How to Create Income in Retirement?

How to Hire the Right Financial Advisor

Take Charge of Your Taxes

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)

Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.

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!

bill_robin_hero2