Dublin, OH Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Smith & Wyatt
Team
Firm-wide stats for Smith & Wyatt
About
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.
Based on Smith & Wyatt
Location
655 Metro Place South, Suite 100
Dublin OH 43017
Advisors at this office
1
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