Smartwealth

SmartWealth is a wealth management firm in Altamonte Springs, Florida, offering personalized investment services, life insurance, disability insurance, tax mitigation, retirement planning, and estate management. The firm serves individuals and families across Central Florida, including professionals, pre-retirees, retirees, and nonprofit executives, with a focus on protecting assets, growing wealth, and securing long-term financial goals. With a 5.00 rating and a strong client reputation, SmartWealth emphasizes clarity, education, and client empowerment in every financial decision.

Founded in 1992 by Randall Ellington, SmartWealth has evolved into a multi-advisor firm known for its fee-only, client-centered approach. The team, including Financial Representative Jason Greene, prioritizes long-term relationships, financial literacy, and tailored solutions. Clients benefit from a comprehensive yet flexible service model, whether they seek all-inclusive planning or individualized services like retirement strategy, estate management, or income protection. The firm’s mission is to transform financial complexity into clarity, enabling clients to live with confidence and purpose.

The business is located on Wymore Road, approximately 0.1 miles from the I-4 Express and 0.4 miles from Spring Lake. It sits just over a half-mile from the Altamonte Springs Fire Department Station 14 and is within a short walk of Douglas Avenue and the heart of the Altamonte Springs town center.

SmartWealth is distinguished by its enduring presence in the community since 1992, its commitment to transparent, independent advice, and its reputation for turning complex financial planning into actionable, client-focused strategies. The firm stands out for its educational approach and deep client relationships, making it a trusted partner for financial clarity and long-term security in Central Florida.