William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, Advanced Planning Advisor



8816 Six Forks Road
Suite 301
Raleigh, NC 27615



Giving Back

 #Capitolcares is more than just a hashtag or social media campaign.  The purpose behind this is to showcase our mentality as a firm for serving our clients and the community. Whether focused on the work that we do, donating money to charities, supporting community organizations and initiatives, or helping with financial literacy, #capitolcares is our modern day mission statement. We are proud to support the following organizations:


Wakefield Military Golf Tournament