Who We Are

The voice of airline retirement readiness.

Wealth management for a lifetime of peace of mind.

Smith Anglin is a leading wealth management firm based in Dallas, Texas. We are committed to meeting the needs of our clients, especially retiring airline pilots, airline professionals, and their families. We provide peace of mind to help aviation professionals pursue their unique 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 for pilots
    • Extensive knowledge of airline plan benefits for Southwest, United, American, FedEx, and Delta
    • 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
    • Bound by a fiduciary standard to maintain integrity and accountability

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