Smith Wealth Advisory Group
  • 2315 N. SUSQUEHANNA TRAIL, SUITE A YORK, PA 17404
  • 717.779.2769

Making a Living by Making a Difference

Writer michael vyskocil
Photographer john williams

Forbes, Financial Times recognize Kevin J. Smith for exemplary wealth advisory services
York can be proud that one of Pennsylvania’s and the nation’s premier advisors is a product of the local community. Recently, Kevin J. Smith was named to both the Forbes Best-in-State Wealth Advisors list and the Financial Times list of Top 400 Financial Advisors nationwide. These distinguished honors, based upon numerous qualitative and quantitative criteria, spotlight advisors that encompass the highest standards of best practices and represent the best of the financial services profession.

“I am honored and humbled to have been named to the Forbes list of Best Pennsylvania Wealth Advisors and the Financial Times list of Top 400 Financial Advisors in the country,” Kevin says. “I’m blessed to love what I do, to have made my passion my vocation and to work with a phenomenal team. I’m also grateful beyond words to have such wonderful clients who make it all possible and personally meaningful. Receiving such recognition is as much if not more a reflection of them than of me.” For Kevin, these Forbes and Financial Times recognitions underscore his commitment to making a difference in the lives of his clients through trusted financial guidance and advice. He credits his upbringing for shaping the values upon which his wealth advisory practice was built.

Childhood trips with his grandfather to meet with his financial advisor first inspired Kevin’s career interest to help people in a similar manner. Through his mother’s example, he learned the importance of hard work, perseverance, compassion and serving a purpose greater than his own. Although Kevin lost his grandfather in 1986 and his mother in 2010, their legacies endure in the mission and values that have distinguished Smith Wealth Advisory Group of Janney Montgomery Scott, LLC as the premier wealth management firm it has become.

Together with Alyssum M. Keefer, Vice President – Wealth Management and Branch Manager, and Tyler L. Lerman, Financial Advisor, Kevin and his team apply their collective expertise in a manner that enables their clients to not only optimize their monetary wealth, but also fully appreciate the riches of life itself. In the midst of the coronavirus pandemic affecting the nation and the world, Kevin acknowledges the strength and resilience demonstrated by his clients in the midst of such challenging times. “In times of crisis, it’s natural to turn to family for comfort and support.

We want our clients to know that we are always here for them. Whether they realize it or not, it gives us considerable solace and comfort to know that they are always there for us.” Reflecting on his life’s avocation and the well-being of his clients, Kevin acknowledges, “True wealth has little to do with money. It’s a state of mind centered upon happiness and contentment. It’s memories and experiences with friends, family and those you love. It’s finding meaning and purpose, pursuing passions, chasing dreams and embracing life for all it has to offer. Given the pandemic, now more than ever I believe we all have a newfound appreciation of what true wealth is all about.”

YRK Perspectives

How has the York community supported the growth of your small business and what is your hope for York County in the next five years?
“I believe the local community tends to rally behind its own. People generally prefer to work with someone they know and trust. As a native of York County, the person I am today is largely because of being raised in a supportive home community with solid smalltown values. I’ve built my business upon these same values, and the community has responded accordingly for which I’m quite grateful and proud. My hope is that York County will maintain its unique small community charm, and continue to thrive and prosper in a manner that similarly resonates with others as it has with me throughout my lifetime.” — Kevin Smith, Executive Vice President – Wealth Management/Financial Advisor, Smith Wealth Advisory Group of Janney Montgomery Scott, LLC

Smith Wealth Advisory Group
  • 2315 N. SUSQUEHANNA TRAIL, SUITE A YORK, PA 17404
  • 717.779.2769