Founded in 1967, Smith Anglin is a leading wealth advisory and management firm based in Dallas, Texas. As trusted personal financial advisors and stewards, we provide an elevated standard of care and manage over $2 billion in client assets for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning, and aviation retirement readiness, our mission is to conscientiously secure the financial well-being of our clients over the course of their lives. Our wealth management advisors work diligently to help them achieve their goals, dreams, and financial security.
Smith Anglin recently conducted a client survey aiming to enhance our service quality. We achieved a high 28% response rate, which according to the third- party survey vendor is significantly higher than the average response. The results showed that clients, on average, rated us an A.
Managing Partner Weston Pollock explains what being a fiduciary means and why it’s important when choosing a personal financial adviser and wealth management firm.
