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.”

Featured Guide

While we often think of inflation as a negative, it can be an indicator of econmomic growth.

There are strategies you can employ to help hedge against rising inflation rates.

Inflation rates can erode purchasing power, which can be especially challenging for retirees living on a fixed income.

Download FREE Guides

Wondering How to Create Income in Retirement?

How to Hire the Right Financial Advisor

Take Charge of Your Taxes

And many more important topics

Download Your Guides

Curious about the benefits of scheduling a complimentary consultation?

Questions we help you answer:

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 tax-efficient cash flow in retirement?

Am I taking too much/not enough risk with my investment portfolio?

How do I know when I've saved enough to retire?

Can I save more money annually on my taxes?

Is my current financial plan as efficient as it could be?

Our 5-Star Retirement Plan™ covers

Income planning

Investment strategy

Estate planning

Tax planning

Health care planning

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.

Our Process and What We Do For Our Clients

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

"Largest Registered Investment Advisors" CRAIN'S CLEVELAND BUSINESS (2023) Crain's Cleveland Business (2023)

“#373 Fastest Growing in the $500M-1B Category" Financial Advisor Magazine (2023)

“One of America's Fastest-Growing Private Companies” INC. 5000 (2022) Inc. 5000 (2022)

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*

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