Awards & Accolades for Casey T. Smith, President & Senior Financial Advisor

Casey has been acknowledged over the years in many different capacities for his industry knowledge and expertise. Below is a list of recent and ongoing acknowledgements. Disclosures for the various awards received and affiliations are available here.

Podcast Host

A Wiser Retirement™ Podcast

Awards

Cobb Life Magazine “Best Investment Firm” in Cobb County 2019, Second Place for 2023

Georgia Business Journal “Best Financial Firm in State” 2021, 2022

East Cobb Magazine “Best Financial Firm” 2021

Atlanta Magazine Metro Atlanta Wealth Manager of the Year – 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023

Top 20 Innovator in the usage of ETFs in America – 2012 – ETFDB.com

Berry College – Young Alumni of the Year 2010

Cobb Life Magazine – Top 20 Under 40 – Rising Stars 2010

Beta Gamma Sigma Honoree Member – 2012

Cobb Chamber of Commerce – Top 25 Small Business of the Year 2015

Quoted

New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal and Constitution, Marietta Daily Journal, Cobb Business Journal, Berry College Alumni Magazine, Your Trading Edge Magazine, Financial Advisor Magazine, SeekingAlpha.com, ETF.com, Investment News, CNN Radio.

Board Appointments

Berry College Board of Visitors

Berry College Campbell School of Business

National Small Business Association Leadership Council Member

Speaking Engagements

Global Indexing & ETFs – Phoenix, 2012; Dana Point CA, 2016

ALPA ASA 401k Workshop – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016

Standard & Poors Workshop Atlanta – 2011, 2012

ETF Conference Shanghai – 2012

Inside ETFs Florida – 2009, 2010, 2012, 2020

Art of Indexing Summit New York – 2010

Inside ETFs Europe Amsterdam – 2010

ETF Summit Singapore – 2009

If you are interested in having Casey speak at your next event, please fill out the contact form and we will be in touch!