Smartwealth of Altamonte Springs

Smartwealth is a wealth management firm in Altamonte Springs, FL, located at 543 Wymore Rd #101. The firm provides tailored investment services, life insurance, disability insurance, tax mitigation, retirement planning, and estate management. It serves young professionals, families, pre-retirees, retirees, attorneys, physicians, bankers, non-profit executives, and hospitality clients. Smartwealth holds a 5.00 rating based on customer reviews.

Founded in 1992 by Randall Ellington, Smartwealth has grown from a one-person practice into a multi-advisor firm. The firm’s approach focuses first on protecting assets and families, then on growing wealth and financial security. Smartwealth sees itself as educators as well as financial advisors, ensuring clients understand their options and the rationale behind suggestions. The firm aims to enrich clients’ lives from the start, regardless of their stage of life or financial situation.

Jason Greene, a Financial Representative on the team, joined Smartwealth in 2008 after a career in banking and teaching finance at the University of Central Florida. He holds an MBA and emphasizes building relationships and educating clients. Smartwealth’s reputation for objectivity, knowledge, and highly individualized service often results in clients acquiring products or services separately from a comprehensive planning process.

Smartwealth is known for its positive rating from customers who have reviewed it. The firm is trusted by families, professionals, and mission-driven organizations across Florida and beyond for turning financial complexity into clarity.

Smartwealth’s dedication to educating clients and protecting assets makes it a trusted wealth management partner in Altamonte Springs.

Smartwealth is situated on Wymore Road in Altamonte Springs, Florida, just a tenth of a mile from I-4 Express and about a quarter mile from Spring Lake.

BizScoreAI gave the firm a Technical score of 88 out of 100, which confirms the website is secure and readable for search engines. The Discoverability score of 75 out of 100 shows that AI crawlers can access every page.