A complete list of active advisors currently associated with Smith & Wyatt

Warmer can help you find a great advisor at Smith & Wyatt or one who fits your needs even better.

Smith & Wyatt provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals) and corporate clients, offering discretionary portfolio management, written financial plans, and estate planning consulting delivered through the Wealth.com platform. Several advisors are also licensed insurance agents and can offer commissionable insurance products in addition to fee‑based advice. The firm constructs customized portfolios primarily using mutual funds and ETFs, and it may use model portfolios or engage third‑party sub‑advisors to manage portions of client assets while retaining fiduciary oversight and ongoing monitoring and rebalancing. Smith & Wyatt’s methods include fundamental, charting, and cyclical analysis and it tailors allocations to each client’s stated objectives, risk tolerance, and time horizon. Operating with a team of eight advisors and managing roughly $207 million for about 724 clients, the firm’s multi‑office footprint (five offices) is atypical for teams of this size. It discloses conflicts that arise from insurance commissions and rollover recommendations but notes clients are under no obligation to purchase insurance through affiliated agents, and it relies on Schwab’s institutional platform for custody and execution support.

To learn more about the advisors currently working at Smith & Wyatt, 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.