who we are

our History

Smith Wealth Advisory Group operates as a boutique financial practice in the Tampa Bay area.

We are Tampa residents. We have families, businesses, and dreams. We build advisor-client relationships based on enduring trust, integrity, and mutual growth. We honor the past to better the future. We serve your short term financial goals while creating a lasting legacy of financial freedom.

Everyone’s financial journey deserves care, thorough service, and integrity. We want to work with you to create wealth for today and to plan for a fulfilling and meaningful retirement of tomorrow. We know we have succeeded when our clients have the peace of mind to take time for themselves, provide for their families, and give back to their communities. We aim to be accessible, approachable, and understanding of every client need. 

Jordan t. smith

Managing Partner

Wealth Advisor, RJFSA

LEARN MORE

What people are saying

  • "I can't recommend Smith Wealth Advisory Group highly enough! From the moment I reached out to them seeking financial advice, I was met with professionalism, expertise, and genuine care. Their team took the time to understand my financial goals and created a personalized plan that exceeded my expectations!"

    Andrew G.

  • "Smith Wealth Advisory has been super helpful with my financial goals. Really easy to talk to and they are extremely knowledgeable! They have been able to transform my financial outlook and provide me peace of mind. Couldn’t be happier with their service!"

    Ashley M.

  • "Great group that takes extra special care of their client’s needs."

    Colleen K.

  • "Smith Wealth Advisory Group always goes above and beyond!"

    Mike L.

Contact Us

We invite you to meet our team. We will start by answering any questions you may have about our services and your unique financial needs. To schedule a consultation or learn more about our process, please fill out the contact form or give us a call.

We look forward to hearing from you soon.