Welcome to RB Smith Co., Inc.
We believe that investing is never an end in itself, but rather a means to help you reach your goals. What matters in the end is not the securities you select or the strategies you pursue, but whether your financial portfolio enables you to live the life you’ve envisioned.
The independent advisors at R.B. Smith Co. provide unbiased financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management.
The knowledge and experience you seek
Our firm was established in 1925, and our three advisors bring an aggregate of more than 90 years of financial services industry experience to every engagement. You benefit from our deep experience, education and professional training to help you work towards your personal financial goals, free from conflicts of interest and product bias.
Pursue your goals with confidence
We begin every relationship by identifying your broad life goals and the key factors that make you and your loved ones happy. Then we work to develop a strategy that will help you pursue these interests with confidence. Discover how we can help you pursue your life goals.
A Holistic Approach To Financial Planning
We create a customized plan for every client to address their unique goals. Each plan follows a disciplined methodology that identifies a client’s financial objectives and implements strategies designed to fulfill these objectives in four key areas:
WealthVisionSM, our Web-based financial planning tool, offers an aggregated view of your financial picture.