Who We Serve

Our Texas-based team offers financial advice and wealth management for affluent individuals and their families nationwide.

Image of a retiree

Retirees

For retirees concerned about the viability of their nest egg and the well-being of their loved ones, our team provides services to meet those needs. Retirement should be about enjoying life and those you love, and not spent worrying about money and the “what ifs”. You need a financial advisor for retirees who is experienced and provides services that help put you at ease. You need to know that your financial advisor is focused and has a plan for what’s next in your life as a retiree.

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Have we saved enough to get us through retirement? If something happened to me, would my spouse be okay? Would she have someone with the right insight that she could trust and turn to?

Get Answers To Common Questions From Active Pilots

  • When do I start Social Security and/or workplace pension plans?

  • How much of my portfolio can I spend without running out of money?

  • How can I manage market risks when my income goes away?

  • Do my estate planning documents need to be updated?

  • Should I consider creating a trust?

  • Will my family be burdened with estate taxes?

  • How can I benefit from my giving? Are there better ways to give to organizations I care about?

  • Who will help my surviving spouse if something happens to me?

Get Your Answers Today

Proudly serving clients throughout the United States for over 25 years.

Our Services — At a Glance

Over five decades specializing in tax efficiency.

Since our parent company’s founding in 1967 as a tax practice, our focus on tax services has never wavered: We strive to be economically efficient from a tax viewpoint. Our accounting team provides comprehensive tax services to help our clients find tax efficiencies and remain in full compliance with IRS laws.

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Why Choose Smith Anglin?

What is Smith Anglin’s Standard of Care?

Director of Advisory Services David Camarillo, CFP® explains how Smith Anglin applies our proprietary Standard of CareSM to help bring consistency and added stability to our clients’ financial lives.

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What is Fiduciary?

If you have ever considered using a financial adviser, chances are you may have heard this term and wondered exactly what it means and why it’s important when choosing an investment adviser. Watch our short video to find out more about fiduciary obligations.

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Awards & Recognition

Recent Blog Posts

Contact Us

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.


About Smith Anglin Financial

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

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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