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