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About W.A. Smith Financial Group

Fiduciary Advisors Creating Customized Solutions.

W.A. Smith Financial Group’s mission is to ensure that clients focus more on their life and worry less about their money. Through proprietary financial planning methods like the Retirement Tune-Up™ financial review and the Ascend 360™ Planning Process, the fiduciary advisory team at W.A. Smith Financial has helped thousands of people all across the U.S. to create customized financial plans and achieve the retirement of their dreams.

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"Largest Registered
Investment Advisors"

CRAIN'S CLEVELAND BUSINESS
(2023)

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"#373 Fastest Growing in the $500M-1B Category"

FINANCIAL ADVISOR MAGAZINE
(2023)

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“One of America's Fastest-Growing Private Companies”

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.