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Joshua Smith

Joshua Smith

Managing Partner/Founder

Joshua Smith, Dallas, focuses on helping clients at all income levels plan financial transitions and ultimately retire with comfort and confidence. He also guides management-level financial portfolios for executives. Joshua emphasizes an elevated level of service and stewardship for clients and mentors incoming advisors. Joshua brings an extensive knowledge of individual financial planning and focuses on 401(k) and pension-plan rollovers into IRA portfolios for estate planning and other crucial retirement needs.

He is an actively involved with Journey of Hope, a local non-profit. The Journey of Hope Grief Support Center is a non-profit organization dedicated to providing group grief support to children, adolescents, and their parents or adult caregivers who have lost a loved one. He is also very involved with Guns and Hoses Foundation of North Texas.The Guns and Hoses Foundation of North Texas is a 501(C)3 non-profit organization dedicated to providing immediate financial assistance to the families of fallen police officers and firefighters lost in the line of duty. The Guns and Hoses Foundation of North Texas also contributes to children’s charities supported by local police and fire departments. 

Joshua and his wife Christine live in McKinney, Texas, and have two children, Weston and Hudson. In his spare time, he enjoys playing golf, traveling, outdoor sports and, above all else, spending time with family and friends.