ABout Smartt Wealth

Investment Planning Guidance for Your Bright Future

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Our mission is to provide integrated financial solutions, education, and coaching for wealth creation and preservation.

Steve Smartt has been doing this the same honest way since 1979. Today, his practice has evolved into fee-only, no products, no minimums, just planning with purposeful living in mind. Forty-eight years in, he still believes the best financial advice comes from someone who actually knows you, and cultivating those long-lasting relationships through every step of your journey.

WHERE THE JOURNEY BEGAN

Values You Can Actually See in Practice

The firm's style is casual on purpose. Financial planning shouldn't feel intimidating, and it shouldn't require a translator. Here's how Smartt Wealth's core values actually show up in the work.


  • Education: clients get the "why" behind every recommendation, not just the "what"
  • Transparency: the fee-only structure means clients always know exactly how the firm is paid
  • Communication: plain-English conversations, not jargon-heavy presentations
  • Abundance: plans built around possibility and growth, not fear-based scarcity thinking
  • Integrity: the same fiduciary standard applied whether a client is longtime or brand new

A NATIONAL NETWORK, LOCAL FEEL

Backed by an Established Partner

Smartt Wealth is a small, personal firm, but it doesn't operate in isolation. Its partnership with Matson Money connects the firm to a vetted, academically-grounded investment methodology used by advisors nationally, giving clients a personal relationship backed by an established, evidence-based network.

Meet the People Behind the Plan

Smartt Wealth is a small firm on purpose, staying deliberately compact to work one-on-one with you through all stage of life. Our clients always know exactly who they're working with and never feel like just another account number.

Meet Steve

Founder and lead advisor, Steve has run Smartt Wealth personally since 1979. He earned his CFP designation in 1982, among the first in the nation, and went on to teach CFP coursework to other advisors. Nearly five decades later, he remains directly involved in every client relationship.

Meet alisa

Alisa supports the firm's day-to-day operations and client experience while working toward her own financial planning licensing. As she completes that process, she's expected to take on client relationships directly, helping build the next chapter of Smartt Wealth's future.

LET'S TAKE THE NEXT STEP TOGETHER

Start Building a Clearer Path Forward with Guidance Designed Around Real Life.

We welcome the chance to talk through a client's specific situation, no pressure, no pitch, just a straightforward conversation about what matters most to them.