The Wise Investor Group® is a nationally recognized financial advisory team known for their cohesive financial planning services. Greg Smith, a managing partner and a founding member, has over 20 years of experience in financial planning. As a Certified Financial Planner™, Greg helps clients make important financial decisions on Social Security benefits, Roth IRA conversions and efficient distribution strategies out of inherited IRA accounts. With a master’s degree in financial planning and psychology, Greg values maintaining balance, educating clients and collaborating with their other professional advisors. The team is dedicated to providing personalized and detailed financial planning services, helping clients achieve financial success, plan for a secure future and sleep well at night.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.