Build a new Plan That Reflects Your Dreams
Aim for A new
Retirement
Legacy
Future
Retirement
Legacy
Future
Retirement
Legacy
Future

Connect with an advisor to start your free Retirement Tune-Up™ financial review.

"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.

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.

“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

“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

"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
"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
"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

Live Your Retirement Dreams

Empowering You to Embrace Your Golden Years

Book my consultation

Your Retirement, Reimagined

Discover your financial potential with a Retirement Tune-Up financial review and beyond.

Investment Management in Retirement

Your investment strategy doesn’t end at retirement—it evolves. We’ll carefully manage your portfolio to maintain balance, minimize risk, and help sustain your income throughout retirement.

Retirement Lifestyle Planning

Retirement is about more than just finances. We'll help you create a comprehensive lifestyle plan that encompasses travel, hobbies, family time, and other aspirations, aiming to ensure you have the financial resources to enjoy your golden years to the fullest.

Tax-Efficient Strategies

Retirement is the perfect time to focus on keeping more of what you’ve saved. We’ll help identify opportunities to reduce your tax burden, from smart withdrawal strategies to optimizing taxable and tax-deferred accounts.

Legacy & Estate Planning

Ensure your hard-earned wealth is preserved and passed on to your loved ones according to your wishes. We'll guide you through creating a comprehensive estate plan that minimizes tax implications and avoids probate complexities.

retirement tune up financial review logo

Ready for a Review?

Connect with an advisor for a free 1-hour financial review.
By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.
Thank you! Your submission has been received!
We will reach out to you shortly regarding your consultation.
Oops! Something went wrong while submitting the form.
ascend 360 insider logo

Free Weekly advice for smarter retirement planning

Ascend360™ Insider is a free online community and weekly video series that is delivered straight to your email inbox, covering essential retirement and financial planning tips.

Access to free weekly videos
Guidance with complex financial decisions
Be a part of the growing community
By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.
Thank you for joining!
Oops! Something went wrong while submitting the form.
Preview Ascend360™ Insider
ascend 360 insider weekly newsletter email

more free content from w.a. smith

Explore free guides, videos, and insights on retirement, tax, and investment planning. Visit our resources page for easy-to-understand tools to help you take control of your financial future.