“Two things set us apart—what’s inside our heads and what’s inside our hearts,” says Kevin J. Smith, founder of Smith Wealth Advisory Group of Janney Montgomery Scott.
He’s referring to his team’s knowledge and expertise (Smith himself has achieved an unprecedented 12 professional designations), plus his group’s broader purpose—making a positive difference in the lives of others.
Smith founded the practice in 2001, inspired by childhood visits to a financial advisor with his grandfather. Areas of expertise include retirement and estate plan-ning, portfolio management, education funding, philanthropy, risk and debt man-agement, and more. Clients hail from the local region as well as the entire country.
Smith and his team are guided by a quote from Thoreau: “Wealth is the ability to fully experience life.”
“When crafting a financial plan, it’s not the money that matters but what it can ultimately do,” Smith says. “It’s about retiring comfortably; aging with dignity; creating memories and experiences; educating children and grandchildren; and the ability to pursue passions, chase dreams and embrace life for all it has to offer. True wealth is all these things and so much more.”
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