Accolades

Casey T. Smith, President / Financial Advisor & Planner Awards & Accolades

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.

Writer for:

Dallas New Era Newspaper

SeekingAlpha.com

Awards:

Cobb Life Magazine “Best Investment Firm” in Cobb County 2019

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

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:

WellStar Foundation Board of Directors – 2020

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!

Recent Tweets

A new episode of the Wiser Wealth Roundtable podcast is now available! The team discusses how the coronavirus vaccine development and the election have driven the market results seen in November. Listen on Apple podcasts or our blog. https://conta.cc/37jx7ri

Find out what drives most financial advisors to switch firms in our latest blog by Casey T. Smith. https://wiserinvestor.com/why-advisors-switch-firms/

The Dow Jones Industrial Average hit a record high this week on news of multiple coronavirus vaccines. Brad Lyons, CFP® explains in today's blog. https://conta.cc/2Je3tLI

Are you contributing to a Health Savings Account (HSA)? The HSA is often an overlooked and underutilized savings vehicle. Matthews Barnett, CFP®,ChFC®,CLU® explains in our latest blog. @moneyguypro https://conta.cc/3nRRAdh

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