Meet the Experts

Our mission is to ensure our clients worry more about their life and less about their money.

The last advisor you'll ever need.

At W.A. Smith Financial Group, Our Vision is to be the last advisor our clients ever need.

Given the complexity of being a retiree in today’s world, we realize it’s a tall order. But we believe our team is more than up for the challenge.

Request your Retirement Tune-Up™ financial review

With a combined 60 years of financial-planning experience, the team of advisors at W.A. Smith Financial Group specializes in helping individuals and businesses develop strategies that could allow them to reach their fiscal goals and live their dreams.

Led by founder and CEO Bill Smith, the author of two books on retirement planning, host of the television show "Retirement Solutions," and mentor to hundreds of advisors across the country, the team at W.A. Smith Financial Group could help you get the comprehensive guidance you deserve.

If you’ve worked with other financial professionals who seemed more like salespeople than advisors, rest assured that won’t be your experience with us. At W.A. Smith Financial, we focus on plans, not individual products.