Joshua Smith
Your "Personal CFO" | Guiding You with Integrity
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Serving Clients Nationwide
Your "Personal CFO" | Guiding You with Integrity
Symphony Wealth Group Areas of Focus
- Alternative Investments
- Banking
- Budgeting
- Capital Gains
- Career
- Cash Flow
- Choosing a Financial Advisor
- Coaching
- Compensation Planning
- Divorce Financial Planning
- Education Distribution Planning
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Exit Planning
- Insurance
- Investing
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Joshua Smith
Hi, I'm Josh Smith. With over 20 years of experience in the financial services industry, I am a passionate and dedicated wealth management expert who helps clients achieve their financial goals and dreams. I am the founder and managing partner of Symphony Wealth Group, a boutique firm that offers comprehensive and customized financial planning and investment solutions.At Symphony Wealth Group, I work with a diverse and loyal client base, ranging from individuals and families to small businesses and non-profits. I create holistic and personalized strategies that encompass investments, estate planning, tax strategies, legacy and charitable goals, and risk management needs.
I leverage the support and resources of Kestra Private Wealth, a leading independent advisor platform, to provide my clients with access to world-class investment products and capabilities. I also partner with other professionals, such as accountants, attorneys, and insurance agents, to ensure that my clients receive the best possible service and advice.
I am proud of the trust and confidence that my clients have in me and my team, and I strive to deliver exceptional value and results.
Outside of work, I'm actively involved with Journey of Hope, a local non-profit. The Journey of Hope Grief Support Center is a non-profit organization dedicated to providing group grief support to children, adolescents, and their parents or adult caregivers who have lost a loved one.
I'm also very involved with the Guns and Hoses Foundation of North Texas. The Guns and Hoses Foundation of North Texas is a 501(C)3 non-profit organization dedicated to providing immediate financial assistance to the families of fallen police officers and firefighters lost in the line of duty. The Guns and Hoses Foundation of North Texas also contributes to children’s charities supported by local police and fire departments.
My wife Christine and I live in McKinney, Texas, and have two children, Weston and Hudson. In my spare time, I enjoy golf, traveling, outdoor sports and, above all else, spending time with family and friends.
Primary Location
5801 Headquarters Drive, Suite 100, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to get in touch so we can set up time for an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Symphony Wealth Group
At Symphony Wealth Group, we serve clients from all walks of life, offering premium guidance and solutions tailored to your unique aspirations. Experience financial planning in a way that offers you the financial confidence that comes with having your own “personal CFO” by your side.Our Mission
Our mission is to achieve financial harmony, one note at a time. We believe that financial planning should be as harmonious and fluid as a symphony, where every element works together to create a balanced and fulfilling financial journey. Our commitment to this mission is built on the foundation of trust and confidence, which are the core values that guide our interactions with every client.
Your Trusted Partner
At Symphony Wealth Group, trust and dependability are at the core of our practice. Our concierge-level services, coupled with a full suite of in-house financial solutions, allow every aspect of your financial picture to be addressed. We are committed to building relationships based on shared experiences and values, caring deeply about your life and future.
An Experienced Team
Founded in 2023, Symphony Wealth Group brings together a team of experienced professionals with deep roots in the financial industry. Although we are a newly established firm, our team members possess years of expertise and knowledge, allowing us to offer seasoned insights and innovative solutions. Our collective experience empowers us to guide you through the complexities of financial planning with confidence and clarity.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Hobbies and Interests
- Family
- Golf
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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Outstanding investment Team
We have trusted SWG with our investments since the inception of the company. They have demonstrated exceptional integrity and we have been extremely successful with their investment decisions. We have been extremely pleased with the accessibility and wise counsel of Joshua and his team.
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