Accolades

Casey T. Smith, President / Financial Advisor & Planner

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:

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

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, CNN Radio.

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

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

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Six Best and Worst Home Improvements for Your Money https://t.co/TJ9eINgPT6
- Sunday Mar 17 - 4:00pm

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Don’t Have a Retirement Plan? Here’s How IRAs Can Help https://t.co/3uNGrIijkq
- Friday Mar 15 - 4:00pm

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How to Reassess Your Insurance Needs When You Retire https://t.co/wyb9HCcPs9
- Wednesday Mar 13 - 5:00pm