I established Smith Wealth Advisors as a platform for providing every one of our clients with the kind of personal service one expects from a large wealth management firm. For over 20 years, I have advised clients on every aspect of their financial management with the goal of guiding them towards achieving their financial goals and ultimately, living the future they intended.
During the last 20 years I have advised my clients through both growth economies and periods of economic uncertainty producing a solid track record of positive growth.
Our personal approach offers you the same advantages of working with a large firm but with the kind of personal attention, customized individual business, and institutional service you deserve.
Smith Wealth Advisors team offers over 20 years of experience administering assets in excess of $70 million.
Smith Wealth Advisors works closely with TD Ameritrade to provide our clients with professional analytics and a host of sophisticated research tools. We are proud of our relationship with TD Ameritrade, ranked #1 in 2015 for Customer Service and Education by Barron’s.
Introducing Cindy A. Mikel
Cindy A. Mikel joined our firm in February of 2017 as an Investment Advisor Representative bringing along her vibrant personality and 7 plus years of experience in financial planning experience. Not only is Cindy a talented Investment Advisor Representative, she’s also a lawyer, which allows her to handle a wide range of matters requiring legal expertise, and is also licensed in Life, Accident, Health and HMO by the Texas Department of Insurance.
Rounding out her qualifications as a skilled member of our team, Cindy, who is passionate about music and has a Bachelor of Music degree from Texas Tech University and a Master of Music degree from The University of Texas, spent 28 years working with young people to bring music to schools throughout central Texas as a band director.
If saving and investing for a financially secure retirement is on key with The Future You Intended, then Cindy Mikel’s tune will be music to your ears. We’re glad to have Cindy on board as a member of the Smith Wealth Advisors team.