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 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
    • Specialists in business retirement plans

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