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 (L & W Financial, LLC dba Smith & Wyatt) serves individuals — including high‑net‑worth clients — and corporations, managing roughly $207 million for about 724 clients through a team of eight advisors. The firm offers financial planning (including single‑subject consulting), discretionary portfolio management, estate‑planning consulting via the Wealth.com platform, and complimentary educational programs for federal employees. Investment advice is tailored to clients’ stated objectives and risk tolerances and is primarily implemented with mutual funds and exchange‑traded funds; fees for portfolio management are billed as a percentage of assets under management. The firm constructs customized portfolios, may utilize unaffiliated model portfolios or sub‑advisors, and conducts ongoing monitoring and rebalancing while recommending custodians such as Charles Schwab and Capital Group/American Funds for execution and custody. Distinctive features include operating five offices, an uncommon footprint for a firm of this team size, and the fact that certain investment adviser representatives are also licensed independent insurance agents who earn separate, commission‑based compensation for insurance sales (a conflict the brochure discloses). The firm also provides targeted, no‑fee educational sessions on Federal Employees Retirement System topics (e.g., military buyback and the Thrift Savings Plan) and uses Wealth.com for client estate‑document creation, with read‑only visibility to support client follow‑through.
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.
You can also browse Smith & Wyatt's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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