Wealth management for a lifetime of peace of mind.
Smith Anglin is a leading wealth management firm based in Dallas, Texas. We help individuals and families meet their unique financial goals so they can have peace of mind while pursuing their dreams and interests.
Smith Anglin at a Glance
Founded in 1967 as a traditional accounting firm specializing in tax planning
20+ years experience providing planning and financial advice
Experts in retirement income planning and wealth preservation
Gifting strategy expertise
Multi-generational wealth planning
Excellent annual client satisfaction ratings
High client retention
History of building and maintaining long-term client relationships
Low advisor-to-client ratio
Complaint and dispute-free record with SEC and FINRA