A complete list of active advisors currently associated with Smith Partners Wealth Management, LLC

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

Smith Partners Wealth Management provides investment advice, financial planning, and customized financial consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers advice across a broad range of instruments, including equities, fixed income, mutual funds, ETFs/ETNs, alternative investments, and certain derivatives. SPWM constructs separately managed accounts matched to clients’ life stage, time horizon, and risk tolerances, emphasizing low-cost, low-turnover index funds and individual securities while permitting client-directed restrictions. The firm also implements direct-indexing and other customized portfolio techniques (including tax-loss harvesting, ESG-based exclusions, factor tilts, and concentrated position management) and manages held-away retirement accounts through a platform that restricts client access credentials and third-party disbursements. Distinctive features include a small advisory team that uses an independent outsourced Chief Investment Officer for discretionary portfolio management while retaining firm oversight and fiduciary responsibility. The firm also uses an aggregate-billing algorithm for family accounts, conducts mutual fund share-class analyses and conversions when appropriate, and cites adherence to multiple professional codes of ethics (e.g., NAPFA/FPA guidance and CFP/CFA standards).

To learn more about the advisors currently working at Smith Partners Wealth Management, 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.