We founded our practice in 1967 as a traditional accounting office. Today, Smith Anglin is a full-service wealth advisory practice with a national footprint and a wide-ranging team of professionals. Our team includes professionals in financial planning, business owner and succession planning, tax reduction strategies, investment planning, retirement planning, and insurance strategies.
We support each other with a servant’s heart. We are respectful and respectable.
Small efforts can translate into big wins. We engage and persist until we reach our goals.
Work—just like life— is a journey with peaks and valleys, and our attitude can help us minimize the high highs and low lows. We express gratitude, empathize, laugh, smile, have fun and stay humble.
We seek knowledge through continuing education, peers, and mentors. When we know better, we do better.
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Company Social Events
Professional Development Assistance
401K with Employer Match
Paid Time Off
We are constantly seeking great people to join our team.
If you are interested in learning more, please contact us at careers@smithanglin.com.
Take the first step towards a rewarding journey with our Retirement and Investment Services internship program. Gain valuable hands-on experience as you work alongside our seasoned professionals, honing your skills in wealth management and financial planning, and charting a course for success in the dynamic world of finance.
"I am proud to be with a practice that cares about my individual growth and understands the importance of self-development. This has empowered me to become a better version of myself and has given me the tools I need to provide good service for my clients."
Casey Vogel
Wealth Advisor
"I am excited to be part of the team at Smith Anglin. The entire team is goal-oriented to help our clients, and to go above and beyond to provide great service."
Stephanie Wright
Tax Administrative Associate
"I’m honored to work for a company that truly puts client service above all else. It’s exciting to work for a company with a track record and a history of continuous growth."
Jack Snider
Wealth Advisor
"Working at Smith Anglin is incredibly fulfilling due to their dedication to client care, while also actively nurturing employee growth and development."
Stephanie Parades
Onboarding Specialist
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 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 help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org