W.A. Smith Financial Group

W.A. Smith Financial Group A team of holistic advisors committed to helping you focus more on your life and worry less about your money in retirement. Smith Financial, LLC.

A 2026 USA Today Best Financial Advisory Firm. Click the link in our bio to book a 30-minute call with our team. We manage money for successful individuals and business owners. With a combined 60 years of financial experience, our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and achieve financial peace of mind. You may

know Founder and CEO, Bill Smith, from his TV show with Robin Swoboda, or from his latest book, Retirement Tune-Up: Plan Well and Prosper in Retirement. In addition to training hundreds of financial advisors across the U.S., Bill has personally trained each wealth advisor on the W.A. Smith Financial team, ensuring you get the comprehensive guidance you deserve. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Robin Swoboda is a paid affiliate of the Bill Smith show.

✨ **Your chance to skip the bidding.** ✨The Golden Ticket Experience is new for Wish Upon A Star 2026!For $100, you'll r...
07/09/2026

✨ **Your chance to skip the bidding.** ✨

The Golden Ticket Experience is new for Wish Upon A Star 2026!

For $100, you'll receive one of only 100 Golden Tickets available. At the event, one lucky ticket holder will be selected to choose any live auction item before the auction even begins.

Think of it as your VIP pass to the prize you've been hoping to take home.

🎟️ Only 100 Golden Tickets will be sold.

Join us for an unforgettable evening featuring:
🥃 Bourbon, Bags & Big Wins
🛍️ Silent Auction
🎤 Live Auction
⭐ Golden Ticket Experience
❤️ Inspiring Wish Family stories

📅 Thursday, August 6, 2026
📍 Market Square at Crocker Park
⏰ Doors open at 5:00 PM

Learn more and reserve your tickets at WASmithWish.com

Every ticket helps support Make-A-Wish Ohio, Kentucky & Indiana and brings hope to children facing critical illnesses.

✨ Wishes, auctions, bourbon, bags, & big wins! ✨Join W.A. Smith Financial Group for our 9th annual Wish Upon A Star: A N...
06/26/2026

✨ Wishes, auctions, bourbon, bags, & big wins! ✨

Join W.A. Smith Financial Group for our 9th annual Wish Upon A Star: A Night of Hope & Wishes benefiting Make-A-Wish Ohio, Kentucky & Indiana.

Enjoy an unforgettable evening featuring Bourbon, Bags & Big Wins, silent and live auctions, and more — all to help grant life-changing wishes for children facing critical illnesses.

📅 Thursday, August 6, 2026
📍 Market Square at Crocker Park
⏰ Doors open at 5:00 PM

Learn more or register at WASmithWish.com.
We hope to see you there! 💙

Two states, one shared goal! 🗺️💪This week, our teams in Ohio and Florida were out in the community making things happen....
05/22/2026

Two states, one shared goal! 🗺️💪
This week, our teams in Ohio and Florida were out in the community making things happen. In Cleveland, we hit the warehouse floor to help at Greater Cleveland Food Bank. Down south, our Sarasota team got to work at All Faiths Food Bank, packing 2,100 weekend meal backpacks for local school children facing food insecurity. A big thank you to both of these organizations for welcoming us and for the incredible work they do every day to fuel our local communities.

From Sandusky to Elyria, our team was on the move this week! 🚗💨We spent some meaningful time away from our desks volunte...
05/15/2026

From Sandusky to Elyria, our team was on the move this week! 🚗💨
We spent some meaningful time away from our desks volunteering with OHgo and the LCCC Advocacy and Resource Center - Commodore Cupboard. Thank you to these incredible local partners for guiding our group and for everything you do to lift up our neighbors in Northeast Ohio.

Merry Christmas from the W.A. Smith Financial Group team! We hope you have a wonderful holiday season!
12/25/2025

Merry Christmas from the W.A. Smith Financial Group team! We hope you have a wonderful holiday season!

Markets move in cycles, but the fundamentals of good planning never change. Forbes recently shared insights from several...
12/02/2025

Markets move in cycles, but the fundamentals of good planning never change. Forbes recently shared insights from several industry experts, including our CEO, Bill Smith, on how retirees can strengthen their financial foundation during periods of uncertainty.

Bill’s perspective in the piece is simple—build a plan that separates guaranteed income from long-term growth. That clarity helps clients stay focused, even when the market doesn’t cooperate.

You can read the full article here:

Learn 10 expert-backed strategies to recession-proof your retirement, protect income, reduce risk, and find smart opportunities in any economic downturn.

We just hit 1 million views on our YouTube channel!This milestone reflects the efforts from our team and wonderful audie...
11/12/2025

We just hit 1 million views on our YouTube channel!

This milestone reflects the efforts from our team and wonderful audience and clients.

Thank you to everyone who’s watched, subscribed, and shared. Here’s to the next million!

10/20/2025

Our CEO, Bill Smith, recently shared insights with the Tampa Bay Times on what it really takes to make that dream last. The article explores how to build a lifestyle that balances freedom with preparation—where you can enjoy the beaches, golf, and family time without worrying about what happens when life shifts.

From insurance surprises to market changes, the key is building a plan that’s ready for more than good weather. Because retirement in Florida should feel confident, not fragile.

Our CEO, Bill Smith, recently shared insights with GoBankingRates on the strategies high-net-worth families use to prese...
10/09/2025

Our CEO, Bill Smith, recently shared insights with GoBankingRates on the strategies high-net-worth families use to preserve and grow wealth across generations.

The article highlights an important truth—successful planning is about structure, clarity, and long-term coordination. These same principles help our clients feel confident about where their money is going and what it’s working toward.

Children like J’ior inspire us every year to bring our community together to raise money and help grant more wishes.Toni...
08/22/2025

Children like J’ior inspire us every year to bring our community together to raise money and help grant more wishes.

Tonight’s event is all about making that happen and stories like his are a powerful reminder of why it matters.

See more about J’ior’s wish here:

News 5 learned that one local company has been helping grant wishes with a major fundraising event. It's a big effort to help kids who could use a little magic.

Address

5070 Waterford Drive
Sheffield, OH
44035

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18664174156

Alerts

Be the first to know and let us send you an email when W.A. Smith Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to W.A. Smith Financial Group:

Shortcuts

Share