Tell a Friend
Aaron Smith, RFC, AIF
A. W. Smith Financial Group, Inc.
-
Comprehensive financial planning - Contact Aaron Smith
- Specialties
-
- 401(k) rollovers, alternative investments, annuities, asset allocation (investment planning), comprehensive financial planning, education planning, employee benefits, estate planning, insurance, investment and asset management, life planning, retirement income planning, retirement planning, small business retirement plans, small business succession planning and sudden wealth
- Unique Services
- Privacy Policy
-
- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
Aaron Smith's New Service: "The future of planning"1
Developed with a Leading Behavioral Economist and top Certified Financial Planners TM
Aaron Smith's complimentary service is powered by Boulevard R, a social venture whose mission is to make independent financial strategies available for everyone - with no strings attached.
Boulevard R created its process by working with top independent financial planners and a leading behavioral economist from MIT and Duke who was named one of Fortune's 10 new gurus of the year and is also a bestselling author.
Do you know if you're on track?
Click here to find out
Schools also using
Boulevard R's service:
This video gives a short tour of the 3 step process
Take a peek at the future - get your complimentary Dashboard and Starter Roadmap.
Financial Coach
Aaron Smith believes in a value based philosophy. Engaging his clients in conversation about their goals both short and long term while determining the important aspects of their lives; family, spirituality, travel, giving etc. Once those factors are obtained he then recommends appropriate solutions to meet defined goals. Aaron believes in family, helping others and education and using these beliefs as his guiding principles to inform and reform financial literacy.
Aaron Smith is a celebrated author, media luminary, radio host, entrepreneur, motivational speaker and financial expert with over 20 years of experience. His clients include individuals, business owners, and professional athletes. Mr. Smith has appeared or been featured in numerous national and regional media outlets to include: Black Enterprise, The NAIFA's Adivosr; Ebony; The Register, Wall Streeet Journal; The Atlanta Post; Investment News, USA Today, Inside Business, the Richmond Free Press, The Richmond Times Disptach; Financial Advisor; and Dow Jones News/Wire. Aaron has also appeared as a guest on the ABC affiliate, WRIC-8, CBS affiliate WTVR 6, NPR and was featured on NBC Nightly News with Brian Williams. Aaron has a weekly radio show, "Your Choice Your Money" on Blog Talk Radio (www.blogtalkradio.com/awsmith44). Aaron is the author of "In The Black; Live Faithfully, Prosper Financially - The Ultimate 9 Step Plan for Financial Fitness and a contdributing author to "65 Things To Do When Your Retire" released February 2012. Mr. Smith has delivered financial education and training for myriad public and private organizations to incude the Richmond Police Department, Genworth Financical Inc. the U.S. Navy and numerous branches of the Federal Governemnt, Virginia State University and University of Richmond Athletic Department. He has also addressesd the Black Caucus, Washington D.C. , HBC Bank USA, New York, NY, Bethel AME Church, Baltimore, Maryland, and 100 Black Men Annual Conference, New York, NY.
Experience
Aaron Smith is a Financial Coach with over 20 years experience in the financial planning industry. He is the founder and President of A. W. Smith Financial Grc. Aaron is an Registered Financial Consultant, Accredited Investment Fiduciary, Speaker/Motivator, Small Business Consutant, Author, Radio Host. Aaron hold the following Securities and Insurance Licenses: Series, 6, 63, 26, 7, & 65 and Life & Health Insurance Licenses.
- Founder and President
-
A. W. Smith Financial Group, Inc.
November 1998 - Present
Education
1983 - 1987
University of Richmond
B.A., Sociology
Univeristy of Richmond School of Business 2012
Press Mentions
January 2008
Richmond Times-Dispatch
October 2011 by Doug Childers
Virginia Business
November 2011 by Joan Tupponce
Midlothian Exchange
Millwood Students learn Financial Literacy
July 2010, by Lisa Shindler
Investment News
Advisers Tackle tough Clients in NFL Players
January 2010, by Sheiresa McRae
Black Enterprise
July 2010
Richmond Times Dispatch
September 2009, by Kevin Chappell
Ebony
August 2009, by Davis Willis
Advisor Today
November 2009, Iris Taylor
Richmond Times Dispatch
Financial Difficulties Tarnish Golden Years
March 2009, by Joan Tupponce
Richmond Times Dispatch
Unique Services Offered by Aaron Smith
Aaron Smith specializes in providing the following services:- Second Opinion Service
ABOUT THIS SERVICE When you need to make an important decision, you often seek out the advice of another person, family member, friend or co-worker. You get a second opinion, several options or comparative pricing. Why no do the same with your investments? A second opinion can provide perspective and a clearer picture. Sometimes the most important asset is a fresh look at an existing financial or investment situation. A W Smith Financial Group Inc., welcomes the opportunity to act as a sounding board, and provide an independent, unbiased, second look. What worked for your investments six years ago or even six months ago may not be working for you today. Investment produces change. Markets change. Your financial situation and goals change. And your investment strategy should adapt to your age, financial circumstances, timeline, and the economic landscape.
Contact Aaron Smith to learn more
Related Terms: Fiduciary, responsiveness, integrity, customer service, holostic
A. W. Smith Financial Group, Inc.
3954 Springfield Road
Glen Allen, VA 23060
(877) 351-2508
asmith@cfiemail.com
Contact Aaron Smith
Sign Up for a Complimentary Starter Roadmap
The Complimentary Starter Roadmap can help you reach your goals and identify possible areas where you can financially protect yourself.
What you get:- Find out if you're financially on track
- Get suggestions on your key financial goals
- Receive ideas on potential ways to financially protect yourself
Securities and Advisory Services offered through Centaurus Financial Inc. a registered member of FINRA and SIPC . A W Smith Financial Group Inc. and Centaurus are not affiliated companies.
