Smith Thornton Advisors, LLC is a privately owned wealth management company and SEC Registered Investment Adviser. For more than thirty years, our professional focus has been to care for the retirement needs of our clients through the construction of personal investment portfolios and the design and management of employer-sponsored retirement plans.
As a Registered Investment Adviser, we are positioned to deliver personalized service and experienced guidance according to a fiduciary standard of care. To help bring our service and guidance to life, we have partnered with world-class financial technology leaders. We believe a "best of all worlds" solution is found at the intersection of quality personal relationships, experience, world-class resources and a fiduciary standard of care.
As a Registered Investment Adviser, we are positioned to deliver personalized service and experienced guidance according to a fiduciary standard of care. To help bring our service and guidance to life, we have partnered with world-class financial technology leaders. We believe a "best of all worlds" solution is found at the intersection of quality personal relationships, experience, world-class resources and a fiduciary standard of care.
Services
Our team is built to manage and oversee all of your wealth management affairs. Our proprietary processes - Financial Architecture and PlanEXCEL - offer structures in which to integrate all of the key elements of your financial life. Working alongside your legal and tax advisors, we are positioned to execute long-term strategic planning designed to protect and grow wealth across generations.
Our founders, Richard J. Smith and Steven C. Thornton have remained committed to their clients throughout their careers. Upon establishing Smith Thornton Advisors, LLC, the two were determined to establish a practice where the client always comes first. We are one team working together to provide our clients with a high-quality experience.
Financial Architecture is the framework we created to apply the financial principles and time-tested processes we've learned over three decades to the design, construction and maintenance of investment portfolios. It is both art and science. It requires thoughtful study; the application of economic, financial and portfolio theory; and the exercise of sound judgment earned through real-life experiences.
Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders. National Parents Day is a time to celebrate and uplift parents across the nation. If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond.
Built upon a fiduciary standard of care, PlanEXCEL is our proprietary service experience offered to the sponsors of workplace retirement plans. A successful retirement plan blends all of the features of retirement savings and portfolio management for participants into a world of regulation, oversight and administrative burden for employers.
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