Comprehensive financial planning and investment management aligned with your values and life goals.
Strategic investment planning tailored to your goals
Navigate major life decisions with confidence
Plan and fund educational goals effectively
Create a sustainable retirement strategy
I started Bill Smith Financial to do what I love so my clients can live a life they love.
With over 20 years of experience in financial planning and wealth management, I'm committed to helping you achieve your financial goals and build lasting wealth.
Whether you're planning for retirement, saving for education, or building your investment portfolio, I'm here to provide expert guidance every step of the way.
Comprehensive financial solutions for every stage of your life
Strategic investment management designed to help your assets grow while managing risk according to your timeline and objectives.
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Develop a comprehensive retirement strategy that ensures you can maintain your desired lifestyle in retirement.
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Navigate one of life's biggest decisions with confidence. We help you understand the financial implications and create a sustainable plan.
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Plan and fund educational goals without derailing your financial plan. Strategic education savings solutions tailored to your family.
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Ensure your retirement and major life adventures fit within your overall financial plan while maintaining long-term security.
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Leave a lasting impact on the causes and people you care about. Create a charitable giving strategy that aligns with your values.
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My mission and approach to wealth management
To provide comprehensive, personalized financial guidance that empowers our clients to make confident financial decisions and achieve their life goals.
We believe that good financial planning goes beyond just investing money—it's about understanding your values, dreams, and aspirations, then creating a roadmap to achieve them.
Comprehensive Planning: We look at your complete financial picture—investments, insurance, taxes, estate planning, and more.
Personalized Solutions: Your financial plan is unique. We tailor our strategies to your specific goals, timeline, and values.
Ongoing Partnership: We work with you continuously, adjusting your plan as life changes and markets evolve.
Education First: We believe informed clients make better decisions. We take time to explain everything clearly.
With 20+ years of experience in financial planning and wealth management, I've helped hundreds of clients navigate complex financial decisions and achieve their goals.
My commitment to ongoing education and industry best practices ensures you receive the most current, evidence-based guidance available.
I'm dedicated to maintaining the highest standards of professionalism, ethics, and client service in everything I do.
Experienced professionals dedicated to your financial success
Founder & Lead Advisor
20+ years of experience in comprehensive financial planning and wealth management. Passionate about helping clients align their money with their values.
Senior Financial Advisor
Specializes in retirement planning and tax-efficient investment strategies. Dedicated to helping clients prepare for their financial future.
Investment Strategist
Expert in portfolio management and market analysis. Helps clients build diversified, resilient investment portfolios.
Financial Planning Coordinator
Ensures smooth planning processes and exceptional client service. Your go-to resource for planning questions and implementation.
Articles, guides, and tools to help you make informed financial decisions
In-depth articles on financial planning topics, market insights, and strategies to help you navigate your financial life.
Read Articles →Watch educational videos where Bill discusses important financial topics, retirement planning, and investment strategies.
View Videos →Stay informed with regular market updates and analysis to understand economic trends affecting your portfolio.
Latest Updates →Use our interactive tools to estimate retirement needs, college costs, and investment returns.
Use Calculators →Comprehensive guides covering topics from retirement planning to tax strategies and estate planning basics.
Download Guides →Current clients can access their accounts, documents, and portfolio information through our secure client portal.
Portal Login →Get the latest financial insights and planning tips delivered to your inbox.
Schedule a consultation or contact us with any questions
Los Angeles, California
United States
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By Appointment
Sunday: Closed