Who We Are

The voice of airline retirement readiness.

Smith Anglin Financial is the voice of airline retirement readiness.

Smith Anglin Financial is a leading financial advisory firm for aviation professionals. Our mission is to help create a stable future for pilots and their families by partnering with them to conscientiously secure their financial well-being over the course of their lives. As investors, we are protectionists, applying a risk-conscious approach to preserving and growing our clients’ wealth. As independent advisors, we provide comprehensive financial, investment and tax solutions delivered in our trademark straightforward, personal style. Our innovative 401k AutopilotSM program unburdens pilots from the daily management of their wealth and allows them greater freedom to focus on their career, family and personal interests.

Focused. Driven. A professional team aligned with your core values.

 

Our History in Brief

  • We founded our firm in 1967 as a traditional accounting office. Nearly half a century later, Smith Anglin is a full service wealth advisory firm with a national footprint and a world-class team. We’re proud to be a leader in retirement readiness for the airline industry.

    Steve AnglinPartner and Wealth Advisor
  • 1967 - Our Foundation

    Smith-Anglin-icon_114x114Smith Anglin & Co. founded in 1967 as a partnership between Walter D. Smith and Bobby H. Anglin.

    1986 - Building on the Tax Planning Legacy

    Smith-Anglin-icon_114x114Partner Steve Anglin joins the firm in August 1986, expanding Smith Anglin’s accounting and tax planning expertise.

    1994 - Growing Our Client Base

    Smith-Anglin-icon_114x114Partner Chris Lott joins the firm and merges his clients from his previous wealth management practice.

    2000 - Focusing on Pilots

    Smith-Anglin-icon_114x114Partners Steve Anglin and Chris Lott offer financial planning services starting with Southwest pilots.

    2001 - Delta and United Join the Fold

    Smith-Anglin-icon_114x114Partners Weston Pollock and Rex Moxley join the firm bringing key pilot relationships and experience with Delta and United retirement programs.

    2002 - A Rise to the Top

    Smith-Anglin-icon_114x114Smith Anglin becomes a registered rep under HD Vest Investment Securities and becomes the top producing office for two years in a row.

    2007 - Our Independent Advisory Practice Debuts

    Smith-Anglin-icon_114x114Smith Anglin Financial launches as an independent Registered Investment Advisor (RIA) and establishes a custodial relationship with Fidelity Investments.

    2011 - Adopting the Multi-Custodian Model

    Smith-Anglin-icon_114x114Smith Anglin Financial adds Charles Schwab Investments as a second custodian to offer its wealth advisory clients access to a greater selection of investment options.

    2013 - Expanding Our Airline Expertise

    Smith-Anglin-icon_114x114Smith Anglin Financial acquires pilot-focused advisory firm Rhoads Lucca Capital, adding FedEx to its airline portfolio and expanding The 401k AutopilotSM program to pilots from major commercial and carrier airlines.

    2015 - The Glide Path

    Smith-Anglin-icon_114x114Smith Anglin Financial launches a new brand oriented around its airline clientele. The firm debuts “The Glide Path”, a new blog featuring market and investing insights for pilots and their families.