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Smith Wealth Advisory Group is honored to be acknowledged by numerous institutions and publications including Forbes, Financial Times, Central Penn Business Journal and more.
Forbes Best-in-State 2023 Wealth Advisors in Pennsylvania
Kevin Smith has been named to the 2023 Forbes list of Best-in-State Wealth Advisors in Pennsylvania
"Best of York" - Wealth Management
Smith Wealth Advisory Group has been voted "Best of York" in the Wealth Management category
Forbes Best-in-State 2022 Wealth Advisors in Pennsylvania
Kevin Smith has been named to the 2022 Forbes list of Best-in-State Wealth Advisors in Pennsylvania
Smith Wealth Advisory Group is proud to offer “a wealth of knowledge about wealth”®. Although most define wealth in monetary terms, we believe that true wealth has little to do with money. Among other influences, we are guided by a quote from Henry David Thoreau: "Wealth is the ability to fully experience life." In our minds, the key to becoming "wealthy" is to enjoy the riches of life itself. Being an effective wealth advisor is less about helping you accumulate and protect a certain dollar amount than it is about helping you use it to enjoy life, cross off "bucket list" items, and experience all the things money itself can't buy. We help you educate your children and grandchildren so that they can have promising futures. We help you retire comfortably, support worthwhile causes, endow meaningful legacies, age with dignity, and so much more. In short, we make our living by making a difference.Whether you enjoy sharing life’s insights over coffee, playing a round of golf, or relaxing at a family gathering, our team is all about developing truly personal relationships so that we can create more customized financial strategies designed to help you "fully experience life."Our value proposition is centered not only upon our vast knowledge and experience, but also upon the nature of what's within the hearts of each member of our team. The achievement of 13 professional designations demonstrating specialized knowledge in Retirement Income Planning and Social Security, Portfolio Management, Charitable Giving and Philanthropy, and broader financial planning and comprehensive wealth management issues for corporate executives, business owners, physicians, and affluent individuals and their families is unprecedented not only within the local area but within the entire financial services industry and country at large. Far more importantly, we are guided by our passion to serve the greater good. Knowledge can be learned, but what cannot be taught are the values, character, and integrity possessed by each member of our team. As advisors, we consider ourselves stewards of your assets and advise you accordingly. Genuine, sincere, loyal, dependable, and wise are hallmarks of who we are, how we function, and how we wish to be remembered. We recognize the importance of our advice, and aspire to meaningfully improve the lives of our clients, our communities, and the world in which we live through our insights.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Why We Do It
Why We Do It
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
At Smith Wealth Advisory Group, we believe in the importance of giving back to our community and paying it forward to support the greater good. A small act of kindness can often make a large impact in the hearts of others in meaningful and profound ways.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Stay up-to-date and in-the know about every aspect of your financial picture.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Market Update - Smith Wealth Advisory Group
Market Update - Smith Wealth Advisory Group
2020 Year-end Reflections from Kevin Smith
2020 Year-end Reflections
The Ugliness of the Storm Determines the Beauty of the Rainbow
At the time of my last correspondence the number of Coronavirus cases and related deaths were accelerating, financial markets were reeling, and the outlook on both fronts appeared grim. The S & P 500 had declined 35% from its February 19th peak, and credit markets were facing similar stress given the implications of widespread business and economic shutdowns. We were very much in the “heart of the storm.” My message to you then was simple: “Believe in America.”