Edward W. "Ted" Smith
Managing Director - Wealth Management
Private Wealth Advisor
When it comes to your future, we'll help you answer one of your most pressing questions, ‘How much is enough?’
— Ted Smith
For more than two decades, The Ted Smith Group has been helping clients and their families address the wealth planning challenges they face—from retirement and family wealth stewardship to estate and tax management. Our approach is straightforward. We ask questions to understand exactly what you need and when. We set priorities to simplify your strategy. Finally, we create a plan to help you effectively— and patiently—pursue those goals.
The foundation of our relationship
- Integrity. Our service model is tailored to your needs and personal situation. You come first—always.
- Communication. Tell us how often you’d like updates and we’re there. You will hear from us when markets are good, of course, but even more so during volatile periods.
- Education. We’re passionate Financial Advisors, but also teachers who simplify complex issues to help you understand how they impact planning and investing.
- Collaboration. We’ll coordinate with your other trusted advisors and professionals to ensure that we are all aligned and working together.
- Engagement. Our team encourages family participation in our meetings so you can help the next generation gain a better understanding of wealth, its opportunities and challenges.
- Access. Our professional network is extensive. We’ll share industry perspectives to help you make the best decisions.
Ted Smith has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2019, 2020
- Financial Times Top 400 Financial Advisors, 2016, 2019