Jeffrey Smith, CFP® CPWA® RMA® ChFC® CRPC®

The CLIENT is first. What’s most important to you is where we begin.

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OWL Private Wealth Advisors Jeffrey Smith, CFP® CPWA® RMA® ChFC® CRPC®
Bloomfield Hills, MI

Serving Clients Nationwide

The CLIENT is first. What’s most important to you is where we begin.

Areas of Focus

  • Choosing a Financial Advisor
  • Education Tax Planning
  • Employee Stock Options
  • Equity Compensation Options
  • Estate 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 Me

I am Wolf's Dad and Karen's husband. Professionally, I am a Managing Partner and Private Wealth Advisor, with more than 22 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 conducts 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.

When not in the office, I enjoy spending time with Karen and Wolf - skiing, playing golf & cheering on the Michigan State Spartans.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • Certified Private Wealth Advisor (CPWA)
  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Planning Counselor (CRPC)
  • Retirement Management Advisor (RMA)


  • CFP Board
  • Digital Assets Council of Financial Professionals
  • Investments & Wealth Institute

Primary Location

40701 Woodward Ave Bloomfield Hills MI 48304


Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes
  • Webinars

Compensation Methods

  • Advice-Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Percentage of Income
  • Subscription

What to expect in the first meeting

Offers Investment Management


About our Firm

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.


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

FINRA Lookup

View Disclosure

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.