who we are

our History

We created Smith Wealth Advisory Group to be the trusted financial partners that we would want to work with.

We are Tampa residents and millennials. We have families, businesses, and dreams. We build advisor-client relationships based on enduring trust, integrity, and mutual growth.

Everyone’s financial journey deserves care, thorough service, and integrity. We want to work with you to create wealth for today and a plan for a fulfilling retirement. We know we have succeeded when our clients have the peace of mind to take time for themselves, provide for their families, and give back to their communities.

Jordan t.
smith

Managing Partner

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Meet the team

erik
schneider

Head of Business Operations

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Maurice Lorenzo

Head of Business Development

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What people are saying

  • "I can't recommend Smith Wealth Advisory Group highly enough! From the moment I reached out to them seeking financial advice, I was met with professionalism, expertise, and genuine care. Their team took the time to understand my financial goals and created a personalized plan that exceeded my expectations!!!"

    AT1332

  • "Smith Wealth Advisory has been super helpful with my financial goals. Really easy to talk to and they are extremely knowledgeable! They have been able to transform my financial outlook and provide me peace of mind. Couldn’t be happier with their service!"

    Ashley Mehedin

  • "Great group that takes extra special care of their client’s needs."

    Colleen Komar

  • "Smith Wealth Advisory Group always goes above and beyond!"

    Mike Levine

Contact Us

Envision having prudent financial guidance personalized to you that comprehensively and diligently addresses every aspect of your financial life, and inspires the confidence of knowing you have a well-defined direction for moving forward. We welcome the opportunity to apply our accumulated years of experience, wisdom, perspective and insight for your well-plotted path to financial independence.