A complete list of active advisors currently associated with SMART Wealth, LLC

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

SMART Wealth is an SEC-registered investment adviser that manages approximately $632 million in client assets and serves individuals (including high‑net‑worth households), as well as business entities, profit‑sharing plans, estates and trusts. The firm provides retirement income strategies, ongoing discretionary portfolio management, and financial planning and consulting services tailored to clients’ objectives. The firm typically places clients into model portfolios overseen by its financial professionals and implemented either in‑house, by sub‑advisers, or via third‑party TAMP/platform providers, and it offers both discretionary and non‑discretionary arrangements with client‑imposed investment restrictions. SMART Wealth also serves as sub‑adviser to its proprietary SMARTWay ETFs and discloses an offset policy intended to prevent duplicate advisory compensation when those ETFs are held in retail managed accounts. Distinctive features include operating a dedicated Private Wealth Partners marketing division focused on $5 million+ households and maintaining multiple affiliated businesses that provide insurance, tax preparation, bookkeeping and marketing/training services. The firm also offers a Flourish Cash sweep program (with a disclosed service fee arrangement), acts as sub‑adviser to exchange‑traded funds (an investment‑company role not common among peers), and discloses paid promoter/referral arrangements and other marketing relationships.

To learn more about the advisors currently working at SMART Wealth, 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.