At Smith’s Wealth Management, a trusted financial advisor in the Dallas-Fort Worth Area/DFW, we go beyond numbers. Our approach combines Christian financial planning, behavioral psychology, and modern wealth management strategies to help families build wealth that aligns with their faith, values, and long-term goals.
Every financial plan is personalized, designed to help you grow, protect, and transfer wealth, while ensuring your retirement planning and investment strategy maximizes both security and growth.

Yes, we are a fiduciary financial advisor near you! We are legally and ethically obligated to act in your best interest at all times. This means no hidden fees, no product bias, and full transparency. Whether we’re planning your retirement, reviewing investment strategies, or exploring tax-efficient solutions, our only goal is to help you achieve long-term financial security.

We work with professionals, families, and retirees in the Dallas-Fort Worth Area/DFW and surrounding areas who want comprehensive retirement planning, investment management, and tax strategy. Our clients are often focused on maximizing income in retirement, minimizing taxes, and leaving a meaningful legacy.

At Smith’s Wealth Management, we specialize in tax-efficient retirement planning. That includes Roth conversions, strategic retirement distributions, and tax-diversified portfolios designed to reduce your lifetime tax burden.

We build purpose-driven investment portfolios that balance growth, income, and risk management.
By focusing on long-term fundamentals, disciplined portfolio construction, and low-fee investment options, we help clients achieve stronger returns and a more secure retirement. Every recommendation is aligned with your personalized financial plan, risk tolerance, and retirement goals, ensuring you have confidence in your investments.

Faith is central to our approach. As a Christian financial advisor in the Dallas-Fort Worth Area/DFW, we help clients align their money with biblical stewardship principles, generosity, and purpose-driven wealth building. Our financial planning services integrate retirement strategy, tax planning, and legacy planning so your money supports both your lifestyle and your values.

The first meeting is all about understanding your goals and current financial picture. As a retirement planning and investment management firm in DFW, we provide a no-obligation consultation to review your assets, discuss strategies for tax-efficient retirement income, and identify ways to protect and grow your wealth.

Absolutely. We often collaborate with CPAs, attorneys, and other advisors to ensure your retirement planning, estate planning, and tax strategies are fully aligned. Coordinating with your team ensures your financial plan maximizes efficiency and helps minimize taxes while protecting assets for your family.

No, there is no minimum investment or asset requirement to work with us. At Smith’s Wealth Management, we believe God has put us in a position to help everyone, not just those with a certain net worth. We welcome anyone who wants guidance, clarity, and a plan to grow, protect, and steward their resources wisely, regardless of where they’re starting. Our mission is to help as many people as possible achieve financial confidence, tax-efficient retirement, and long-term peace of mind.

Getting started is simple. Schedule a consultation online or call us at 469-919-7668. We’ll review your current financial situation, identify opportunities to increase retirement income, reduce taxes, and optimize investments, and create a plan to give you clarity and confidence about your financial future.