A complete list of active advisors currently associated with Cassandra Smalley Wealth Management

Warmer can help you find a great advisor at Cassandra Smalley Wealth Management or one who fits your needs even better.

The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and employer plan sponsors, offering discretionary investment management, financial planning (project-based and ongoing), retirement plan consulting, business-owner consulting, and employer-sponsored financial coaching. It also provides educational seminars and speaking engagements to groups as part of its service mix. Operating as a fee-only adviser, the firm develops written investment policies and asset-allocation targets tailored to each client and implements portfolios using a combination of passive and active strategies informed by fundamental and technical analysis and Modern Portfolio Theory. Client portfolios are managed on a discretionary basis with regular quarterly reviews, and clients may impose reasonable investment restrictions. What distinguishes this firm from many solo independent advisers is its work with institutional clients and its retirement plan and pension consulting for employer plan sponsors, including services that can be provided in a fiduciary capacity under ERISA. The firm also routinely delivers employer-sponsored financial coaching, public seminars and online courses, and the firm’s owner is a published author—services and offerings that are less common among peers in this category.

To learn more about the advisors currently working at Cassandra Smalley Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cassandra Smalley	Seminole, FL	14

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