Traditions Wealth Advisors, LLC.

Brien Smith is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Traditions Wealth Advisors, LLC. He has led Traditions Wealth Management since 2004. In addition to his advisory role, Smith owns Spirit Fiduciary Partners, managing assets for church, private, and nonprofit foundations, and Spirit Stewardship Ministries, where he provides financial stewardship education primarily through church congregations. Traditions Wealth Advisors offers personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a strategic core-and-satellite asset allocation approach with a consultative, primarily non-discretionary management style, and supports client education through published materials and outreach programs.

Noel Woolverton III is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Traditions Wealth Advisors, LLC since 2014 and is also associated with Paragon Virtues, LLC. Woolverton holds the Series 66 designation. Traditions Wealth Advisors provides personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using no-load institutional mutual funds, ETFs, and third-party managers, primarily operating on a consultative, non-discretionary basis while also offering discretionary management for certain accounts. Traditions maintains a nonprofit arm focused on financial literacy and pro bono education, supporting workshops and outreach initiatives.