Insights

Retirement Focus Position as a holistic retirement planning partner to identify opportunities for cross-sell of advanced tax strategies, estate planning, and healthcare planning services to high-potential clients seeking comprehensive retirement solutions.

Small to Mid Market Target business owners and families within a 11-50 employee firm profile for bundled financial planning and succession/texit planning services, leveraging their growth needs and potential for ongoing advisory relationships.

Digital Engagement Leverage the firm’s online presence and podcast channel Ascend360 Insider to generate inbound leads, nurture prospects with educational content, and drive scheduling of complimentary discovery calls.

Growth Readiness With reported revenue in the mid-range of tens of millions, explore partnerships for scaled investment management services, fee structures, and performance analytics to attract larger clients while maintaining personalized service.

Trust & Expertise Highlight leadership credentials (e.g., founder Bill Smith, RICP, MRFC) and the firm’s recognition as a 2026 USA Today Best Financial Advisory Firm to differentiate from peers and accelerate outreach to affluent segments seeking credibility and proven outcomes.

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W.A. Smith Financial Group Tech Stack

W.A. Smith Financial Group uses 8 technology products and services including LinkedIn Ads, Microsoft Clarity, Adobe Creative Cloud, and more. Explore W.A. Smith Financial Group's tech stack below.

LinkedIn Ads
Advertising
Microsoft Clarity
Analytics
Adobe Creative Cloud
Audio, Video, Graphics
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Salesforce
Customer Relationship Management
ChatGPT
Generative Ai
Webflow
Page Builders

W.A. Smith Financial Group's Email Address Formats

W.A. Smith Financial Group uses at least 4 email formats:

W.A. Smith Financial Group Email Formats	Example	Percentage
First@wasmithfinancial.com	John@wasmithfinancial.com	80%
Last@wasmithfinancial.com	Doe@wasmithfinancial.com	12%
FLast@wasmithfinancial.com	JDoe@wasmithfinancial.com	4%
First.Last@wasmithfinancial.com	John.Doe@wasmithfinancial.com	4%

Frequently Asked Questions

What is W.A. Smith Financial Group's phone number?

You can contact W.A. Smith Financial Group's main corporate office by phone at

+1-419-626-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is W.A. Smith Financial Group's official website and social media links?

W.A. Smith Financial Group's official website is wasmithfinancial.com and has social profiles on LinkedIn.

How much revenue does W.A. Smith Financial Group generate?

As of September 2026, W.A. Smith Financial Group's annual revenue is estimated to be $25M - $50M.

What is W.A. Smith Financial Group's NAICS code?

W.A. Smith Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does W.A. Smith Financial Group have currently?

As of September 2026, W.A. Smith Financial Group has approximately 27 employees across 1 continents, including North America. Key team members include Owner: P. S., Chemical Operator: M. T. and Internship: R. L. Explore W.A. Smith Financial Group's employee directory with LeadIQ.

What industry does W.A. Smith Financial Group belong to?

W.A. Smith Financial Group operates in the Financial Services industry.

What technology does W.A. Smith Financial Group use?

W.A. Smith Financial Group's tech stack includes LinkedIn Ads, Microsoft Clarity, Adobe Creative Cloud, Amazon Web Services, WordPress, Salesforce, ChatGPT and Webflow.

What is W.A. Smith Financial Group's email format?

W.A. Smith Financial Group's email format typically follows the pattern of First@wasmithfinancial.com. Find more W.A. Smith Financial Group email formats with LeadIQ.

W.A. Smith Financial Group

Q: How many employees does W.A. Smith Financial Group have currently?

W.A. Smith Financial Group has approximately 27 employees.

Q: What technology does W.A. Smith Financial Group use?

W.A. Smith Financial Group's tech stack includes core-js, MySQL, Google Hosted Libraries, Microsoft Clarity, Meta.

Q: What is W.A. Smith Financial Group's NAICS code?

W.A. Smith Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

W.A. Smith Financial Group operates in the financial services sector, offering holistic financial planning and investment management to individuals, families, and business owners. Its approach centers on designing retirement plans aligned with each client’s personal vision and values, addressing a broad range of needs such as retirement income, tax strategies, estate planning, and healthcare considerations. Based in Sheffield, Ohio, the firm positions itself as a local adviser focused on helping clients feel confident about their financial future and comfortable in retirement. The team emphasizes a personalized, comprehensive planning process and accessibility through introductory consultations and ongoing educational content for clients and prospects alike.