Our Mission & Values | W.A. Smith Financial Group

The Human Side of Finance

Investing in Relationships, Not Just Portfolios

At W.A. Smith Financial Group, we believe that true financial success starts with understanding who you are and what you care about. That’s why we’re here for more than just numbers—we’re here to build a relationship that grows with you. Our Ascend360™ planning process is designed to go beyond portfolio performance; it’s about seeing the complete picture of your life, values, and goals.

Every meeting is an opportunity to listen, to understand, and to offer guidance that aligns with your vision. By taking the time to truly know you, we create strategies that reflect your unique path, helping you achieve financial confidence and peace of mind, now and for the future.

A Philosophy of Partnership and Purpose

At W.A. Smith Financial Group, we don’t just provide financial plans—we build a foundation for a lasting partnership rooted in trust, clarity, and purpose. Our process is carefully crafted to support you at every step, helping you navigate financial decisions while spending more time focusing on your life.

Our Mission

At W.A. Smith Financial Group, our mission is simple: we want you to spend more time enjoying life and less time worrying about money. Whether it’s planning for retirement, managing investments, or navigating life’s financial complexities, we take care of the details so you can focus on what matters most—family, travel, and the experiences you love.

Our Vision

We strive to build lifelong relationships as trusted partners on your financial journey. Our vision is to be the last advisor you’ll ever need, providing personalized, client-first guidance that evolves with you. By fostering trust, transparency, and adaptability, we aim to support you through every stage of life, ensuring you feel confident about your future.

Our Core Values

Client First

We make every decision with our client’s best interests at heart.

Simplicity

We make complex financial concepts understandable. Simplicity is the ultimate sophistication.

Do What You Say

We follow through on our commitments to our team and our clients.

Effort Does Not Equal Results

We do not accept mediocrity, and we will not “go through the motions”.

Accountability

We take ownership of our work, actions, and the overall outcomes.

Hungry, Humble, Smart

We are highly motivated, prioritize the success of others over ego, and demonstrate empathy.

Your Financial Journey with Us

Understanding Your Vision

We begin by truly listening to you, gaining a deep understanding of your unique financial goals, concerns, and dreams for the future.

Unveiling Opportunities

Through careful analysis and expert insights, we'll identify potential areas for improvement and uncover opportunities to optimize your financial situation.

Crafting Your Personalized Plan

Together, we'll develop a tailored financial roadmap that aligns with your vision and addresses your specific needs.

Guiding You Every Step of the Way

We're committed to providing ongoing support and guidance as your life evolves. We'll regularly review your plan, make adjustments as needed, and ensure you stay on track to achieve your financial goals.

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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