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 investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and business entities, offering portfolio management, financial planning and retirement plan consulting. The firm reports approximately $341.6 million in discretionary assets under management as of June 30, 2025 and delivers both ongoing asset management and referrals to third‑party money managers. The firm emphasizes lifetime‑income investment planning, segmenting assets by time horizon and using diversification, risk‑tolerance assessment and model portfolios to construct accounts; it may use mutual funds, stocks, bonds, ETFs and variable insurance sub‑accounts and participates in wrap‑fee programs such as the VISION2020 platform. Smedley began publishing a financial research newsletter in January 2025 and distributes educational research on a regular schedule, offering the newsletter free to existing clients while new subscribers are charged an annual subscription fee. Several business practices distinguish the firm from many peers: its advisor representatives are also registered representatives of Osaic Wealth and some are licensed as independent insurance agents, and the brochure notes these representatives typically spend about 15% of their time on commission‑based activities and may receive commissions for insurance or brokered sales. The firm also discloses use of client testimonials/endorsements for marketing (in compliance with SEC Rule 206(4)‑1), solicitor/referral arrangements with third‑party managers, and participation in custodian/platform programs that can create additional compensation or conflicts which are disclosed to clients.

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.