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Angela Smith

Partner, Advisory

Certifications
CFP®, CDFA®

Bio

Angela believes money is a tool, one that, when used intentionally, has the power to shape a life you love. That philosophy sits at the center of everything she does as a Partner and Wealth Advisor.

As an advisor, she brings deep technical grounding paired with an honest, human approach to a subject that often carries fear, hope, and everything in between. She works with a wide range of clients, with a particular focus on people navigating major life transitions, and she’s known for cutting through the noise to help them find clarity and confidence in their financial lives.

In addition to advising clients, Angela oversees the internal operations of the firm, spanning technology, compliance, HR, and business insurance. Her work is largely behind the scenes, but client experience is a throughline in all of it.

She lives in Austin with her husband and son, recharges with regular trips to Colorado, enjoys hosting intimate dinners, and serves on the host committee for the Parks Foundation’s major fundraiser. At the core of it all is the philosophy she carries into every part of her life: live in abundance and be of service.

Seeing your financial life mapped out in the Hierarchy of Wealth is power and freedom. People aren’t looking for a number to define their success. They’re looking to feel in control.


Q&A

How do your personal experiences influence the way you guide clients?

What’s a financial value you live by in your own life?

What’s something about you that might surprise people?


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