Jeffrey Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®
The CLIENT is first. What’s most important to you is where we begin.
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Serving Clients Nationwide
The CLIENT is first. What’s most important to you is where we begin.
Areas of Focus
- Alternative Investments
- Choosing a Financial Advisor
- Employee Stock Options
- Estate Planning
- Exit Planning
- Family and Money
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Loss of Spouse or Partner
- Prioritizing Money
- Retirement Planning
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
- Women & Wealth
About Jeffrey Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®
Hi, I'm Jeff Smith. I am a Managing Partner and Private Wealth Advisor, with more than 25 years of expertise in financial and wealth planning.Prior to forming OWL Private Wealth Advisors, I was a First Vice President of Wealth Management at UBS where I served not only as a Wealth Advisor but also in a leadership role for the Michigan Market.
I am a graduate of the Eli Broad College of Business at Michigan State University and have completed post graduate coursework at The American College, Oakland University, The College for Financial Planning and most recently, The University of Chicago- Booth School of Business.
I regularly conduct educational seminars about retirement planning and investing for the employees and retirees of multiple Fortune 500 companies. Additionally, I was featured in the July 2013 Building Wealth in Southeast Michigan section of Kiplinger's Personal Finance Magazine and in 2024, was ranked #16 in the nation by Advisor Hub in their fast growing advisor category.
When not in the office, I enjoy spending time with my family, playing golf, and cheering on the Michigan State Spartans.
Professional Designations
- Certificate in Blockchain and Digital Assets
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Chartered Financial Consultant (ChFC)
- Chartered Retirement Planning Counselor (CRPC)
- Retirement Management Advisor (RMA)
Affiliations
- CFP Board
- Digital Assets Council of Financial Professionals
- Investments & Wealth Institute
Primary Location
40701 Woodward Ave, Bloomfield Hills, MI 48304
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Webinars
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
- Percentage of Income
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About OWL Private Wealth Advisors
OWL Private Wealth Advisors™ was formed to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors™, we utilize our combined 100+ years of experience to help clients simplify their otherwise difficult financial decisions.Our sole focus is on you and your goals. We will tirelessly strive to simplify the complex and tailor a plan of action that is the best way forward for you and your family. As life changes, we will be there to face the challenges that arise.
Our Wealth Advisors focus is on you and what matters most to you. We will find the strategies and solutions to get you to your ultimate destination.
✔️ Independent
We are not impacted or controlled by outside forces or firms in our investment decisions.
✔️ Transparency
We have a clear and understandable fee schedule, disclosing our compensation.
✔️ Fiduciary
A CFP® professional shall at all times place the interest of the client ahead of his or her own and adhere to the fiduciary standard of care when providing investment advice.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. OWL Private Wealth Advisors is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Education
Michigan State University B.A., Oakland University The American College, The College of Financial Planning, The Chicago Booth School of Business
Hobbies and Interests
- Animals
- Baseball
- Basketball
- Boating
- Bowling
- Cars
- Collecting
- Cooking
- Crafts
- Eating Out
- Entertaining
- Exercising
- Family
- Fishing
- Football
- Gardening
- Golf
- Grilling
- Movies
- Music
- Photography
- Reading
- Relaxing
- Shopping
- Skiing
- Soccer
- Sports
- Television
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Gen X
- Healthcare Professionals
- Investors
- Living in Retirement
- Military
- Parents
- Physicians
- Real Estate Agents
- Real Estate Investors
- Single Women
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
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