A complete list of active advisors currently associated with Smart Money Group, LLC

Warmer can help you find a great advisor at Smart Money Group, LLC or one who fits your needs even better.

Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals (including high-net-worth clients), trusts, estates, pension plans, and businesses. The firm also offers specialized planning services — including retirement, estate, family and business succession planning, corporate and personal tax planning, cost segregation studies, and recommendations/referrals to third‑party money managers. The firm describes a multi‑disciplinary investment approach that blends asset allocation, fundamental and technical analysis, mutual fund/ETF selection, and fixed‑income management with the tactical use of options and other derivatives; portfolios are monitored and rebalanced regularly and may include tailored account restrictions. Smart Money Group also acts in a sub‑advisory capacity to an actively managed ETF and conducts due diligence and ongoing review of third‑party managers when it refers clients. Notable brochure disclosures include a recent removal of an affiliated accounting firm and an emphasis on tax‑related and cost‑segregation services, which are less common among similar team firms. The brochure also highlights the firm’s use of options/leveraged ETFs and derivative strategies, its role as ETF sub‑adviser (including a contractual minimum fee arrangement that could create incentives to recommend the ETF), and participation in custodian‑sponsored educational programs.

To learn more about the advisors currently working at Smart Money Group, LLC, 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.