A complete list of active advisors currently associated with Smedley Financial Services Inc

Warmer can help you find a great advisor at Smedley Financial Services Inc or one who fits your needs even better.

Smedley Financial Services, Inc. provides fee‑based investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, retirees and plan sponsors; the firm reports $396,666,341 in discretionary assets under management as of June 30, 2026 and serves clients through a six‑advisor team. Its services include continuous asset management, fiduciary and non‑fiduciary retirement plan consulting, individualized financial planning and referrals to third‑party money managers. The firm emphasizes lifetime income planning for pre‑retirees and retirees, using a time‑segmented approach that allocates assets across distinct income phases to address income needs, growth potential and principal preservation; Smedley describes its primary investment style as proactive investing and typically builds diversified portfolios using mutual funds, ETFs, stocks, bonds and variable insurance sub‑accounts. Portfolios are implemented via model portfolios, ongoing monitoring, and, when appropriate, participation in third‑party manager programs and Osaic Wealth’s VISION2020 platform. Compared with many team firms, Smedley’s brochure discloses several less common business features: it publishes an investment newsletter (free to existing clients, $500 annually for new subscribers), its advisors also act as registered representatives of Osaic Wealth and spend roughly 15% of their time on commission‑based securities business, and some advisors are licensed insurance agents while the firm itself is an insurance agency. The brochure also discloses use of client testimonials and endorsements in marketing and describes fee‑sharing arrangements with platform and third‑party managers, noting the potential conflicts those revenue sources create.

To learn more about the advisors currently working at Smedley Financial Services Inc, 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.