Nate Fockler, AWMA®

Nate is a Wealth Advisor for W.A. Smith Financial Group.


Nate Fockler, AWMA®, is a Wealth Advisor specializing in the creation of customized plans focused on retirement income planning, wealth management, wealth preservation, and estate planning.

A graduate of the University of Mount Union, Nate is an Accredited Wealth Management Advisor® awarded by the College for Financial Planning. He also is an Investment Advisor Representative for Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.

Away from work, Nate is an avid tennis player who often can be found at the Cleveland Racquet Club. He and his wife, Lauren enjoy water skiing and riding their WaveRunner on Lake Erie during the summer months. They welcomed their first child, a boy, in August 2021.

Get to know Nate

Favorite Book: The Lord of the Rings

Favorite Food: Barbecue

Favorite TV Show: The Office

The best piece of financial advice Nate has ever received: If you fail to plan, you are planning to fail.
– Ben Franklin