A complete list of active advisors currently associated with The Retirement Smith LLC

Warmer can help you find a great advisor at The Retirement Smith LLC or one who fits your needs even better.

The Retirement Smith LLC provides financial planning and consulting to individuals, high‑net‑worth clients, and business entities, and conducts public seminars and workshops on investment topics. The firm discloses that it does not hold client assets directly and does not sponsor wrap fee programs. Advisory work centers on tailored financial plans that address cash flow, retirement strategy, tax reduction, and estate preservation, delivered on an hourly or fixed‑fee basis and typically completed within 30 days. When ongoing asset management is appropriate, the firm refers clients to third‑party managers, monitors those managers’ performance, and serves as a liaison rather than directly trading client portfolios. Distinctive features include regular free educational seminars and workshops for the public and an ownership connection to an affiliated insurance business whose principals devote substantial time to insurance activities and may receive commissions. The firm’s model—no direct asset management, reliance on referral relationships with multiple third‑party managers, and concurrent insurance agency activities—creates disclosureable conflicts of interest that the brochure identifies and describes how they are mitigated.

To learn more about the advisors currently working at The Retirement Smith 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.