Join Us and Plan for What’s Next

Discover potential insights, strategies, and opportunities at our upcoming events:

Learn about retirement planning options
Gain perspectives on managing investments
insights tailored to different financial Needs
Bill Smith delivery speech at Annual Make a Wish event.
"Largest Wealth Financial Firms"
Crain's Cleveland Business
(2019, 2020, 2021, 2022, 2023, 2024)
"One of America's Fastest-Growing Private Companies"
INC. 5000
(2019, 2020, 2021, 2022)
"America's Top RIAs"
Financial Advisor Magazine
(2019, 2020, 2021, 2022, 2023, 2024)
"Largest Wealth Financial Firms" by Crain's Cleveland Business (2024) – This rating was awarded based on 2024 data and rankings, with placement obtained through both qualification and paid participation. Rankings include: 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.

Client Event Schedule

Lunch and Learn

January 8, 2025

Client Connect

March 12, 2025

Lunch and Learn

April 30, 2025

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

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Sophie Moore

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Matt Cannon

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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

"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
"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
"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
"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
"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
"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
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