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.

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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.

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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.

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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:

Risk Management
Income and investment planning
Tax planning
Retirement planning

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R.B. Smith Co.

Our partners have decades of experience in financial planning and they continually upgrade and enhance that experience through a rigorous program of continuing education conferences and coursework.

Dan Wilburn, CFP®

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WealthVision Video

WealthVisionSM, our Web-based financial planning tool, offers an aggregated view of your financial picture.

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