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.

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Why work with us?

With a combined 60 years of financial experience, our team specializes in helping retirees and business owners build strategies that allow them to reach their goals and live their dreams.

You may know our founder, Bill Smith, from his TV show with Robin Swoboda, and his other media appearances. In addition to training hundreds of advisors from across the U.S., Bill has personally trained each advisor on the W.A. Smith Financial team, ensuring 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 you won’t have that experience with us. At W.A. Smith Financial, we focus on plans, not on individual products.

Request your Retirement Tune-Up™ financial review