Why Join Us

Smart Money Group is not your typical RIA. We are driven by our desire to help you gain the freedom to positively impact your life and the lives around you. We are led by individuals who have successfully build their firm from scratch that exceed $1MM/year in revenue; and that are now willing to step back from their firm to help other serious, ethical, caring advisors reach their goals and live fulfilled lives. Please check out our Core Values to see how you might align with becoming a member of the Smart Money Group family.

As part of the Smart Money Group family you will have access to:

Hands
Your Team

In-house Strategic Partners:
• Certified Public Accountant (CPA)
• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)
• Certified Exit Planning Advisor (CEPA)
• Certified Retirement Counselor (CRC)
• Chartered Life Underwriter (CLU)
• Trustees
• Attorneys

White Glove Money Management

Value Creation

Help your clients with:
• Estate and Legacy Planning
• Business Succession Planning
• Charitable Planning
• Family Support Planning
• Farm and Ranch Planning
• Tax Planning
• Asset Protection
• Retirement Planning

If you would like to explore relationship with the Smart Money Group family or just have some additional questions, please reach out to us. We look forward to talking with you!

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Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services are not owned or controlled by Calton & Associates, Inc.