Spain & Smith Wealth Advisors is a fee-only, independent, fiduciary financial planning firm based in Pepper Pike, Ohio.

The firm works with individuals, families, pre-retirees, retirees, and business owners who want one team looking at how the major pieces of their financial lives fit together. That work often includes retirement planning, investment management, tax planning coordination, estate planning coordination, insurance review, Social Security timing, retirement income planning, and 401(k) rollover guidance.

At Spain & Smith, the belief is simple: people first, numbers second. Planning is personal. Before the numbers can be useful, there has to be a real conversation about what matters, what feels uncertain, and what decisions need attention.

The firm renders financial advice and counsel within the context of a financial plan. The plan comes first. Investment, tax, estate, insurance, and retirement decisions are viewed together rather than handled one piece at a time.

Spain & Smith serves clients throughout Greater Cleveland and Northeast Ohio, with additional client relationships in Florida, Illinois, and across the country.

To learn more, call Spain & Smith Wealth Advisors at 216-539-0079 or visit spainsmith.com.


Spain & Smith Wealth Advisors

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Spain & Smith Wealth Advisors

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Teams

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