About Smith Financial Investment Advisors, Inc.
Smith Financial Investment Advisors, INC. is a dedicated Registered Investment Advisor (RIA) based in Kokomo, Indiana, specializing in comprehensive financial planning, retirement planning, and tax services. Established in 2010, the firm manages over $332.8 million in Assets Under Management, serving a diverse clientele including individuals, high-net-worth individuals, and pension and profit-sharing plans. With a focus on helping small businesses and individuals achieve their financial goals, Smith Financial provides expert advice in investment management, 401k rollovers, IRA's, Roth IRA's, and asset analysis protection. Their seasoned team of advisors, including CERTIFIED FINANCIAL PLANNER™ professionals, offers bespoke solutions in tax preparation, estate planning, and bookkeeping. Operating from their headquarters in Kokomo, the firm is committed to delivering honest, informed, and convenient financial guidance, ensuring clients in Indiana and beyond receive personalized strategies to navigate their financial futures.
Website: https://smithfinancialonline.com/
Founded: 2010
Employees: 5
Office Locations
- Kokomo, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $332.8M
Team Members
- Richard Smith Jr., Enrolled to Practice before the IRS, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor Representative