Meet Aaron
Aaron Smith, owner and lead advisor, comes alive when talking about money. His passion for understanding the complex language of finance and helping people has helped him to lead his clients into financial freedom, clarity, and peace of mind for over 26 years. Aaron is a Richmond native who earned a Bachelor of Arts degree from the University of Richmond, with a major in Sociology and a minor in Economics. He continued his education at University of Richmond and earned a Masters of Business Administration. Aaron played college football at University Richmond as a Running Back.
Aaron is passionate about helping people increase their wealth through proper money management and financial literacy. His clients include individuals, business owners, and professional athletes - and he thrives in developing an interpersonal relationship with each of them. Aaron is certified as an AIF (Accredited Investment Fiduciary) through the Centers For Fiduciary Studies. Aaron is not just a trained professional but he is qualified and driven to make money work for you.