Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Smith Advisory Group
Team photo for Smith Advisory Group

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Our advisors

Advisor photo for Paul Smith

Paul Smith

Financial Advisor

Managing Director
Learn more about Paul Smith Visit Paul Smith's website
Advisor photo for Ryan Smith

Ryan Smith

CFP®, BFA, AAMS®

Private Wealth Advisor

Managing Director
Learn more about Ryan Smith Visit Ryan Smith's website
Advisor photo for NATHAN SMITH

NATHAN SMITH

AAMS®

Financial Advisor

Learn more about NATHAN SMITH Visit NATHAN SMITH's website


Our team

Jennifer Schick

Jennifer Schick

Client Service Associate

Patsy Keller

Patsy Keller

Client Service Associate