Exclusive Investment Strategies for the Modern Entrepreneur

Tim shares insights on innovative approaches to wealth management tailored for entrepreneurs, influencers, and creatives. Tim explains how his expertise in managing high-net-worth portfolios, combined with decades of experience, offers a unique perspective on strategic investing. He also shares actionable tips on navigating financial markets and building wealth sustainably, making complex financial concepts accessible to non-traditional audiences.

About Timothy L. Smith, CFP

Timothy L. Smith, CFP, podcast guest

CFP®, Wealth Strategist, Financial Educator and Podcast Host

40+ years Financial services leadership65 offices Financial advisor network3 presidents Performed as a singerThe Financial Dad Former podcast co-host

Timothy L. Smith, CFP®, is the Founder and CEO of Aurora Private Wealth, Inc., a premier financial services firm serving ultra-high-net-worth individuals and families. With over four decades of experience in wealth management and financial planning, Tim has guided clients through complex investment decisions, helping them preserve, grow, and transfer generational wealth with precision and purpose.

Tim is currently expanding his focus through a new investment business line dedicated to exclusive opportunities for centimillionaires and billionaires. His approach combines institutional-level strategies with a deep understanding of the personal dimensions of wealth — legacy, impact, and stewardship.

As an outspoken advocate for transparency and ethical financial practices, Tim continues to address issues such as investment advisor fraud, drawing from firsthand experience to educate investors on safeguarding their assets. His forthcoming book offers practical insights for discerning investors committed to protecting and enhancing their wealth.

Previously, Tim co-hosted The Financial Dad podcast alongside his daughters, a project aimed at bridging the financial literacy gap for entrepreneurs and creators. While his current ventures target the world’s most sophisticated investors, he remains passionate about empowering people at every stage of wealth creation.

With a background in public speaking, theater, and even performing for three U.S. presidents, Tim’s presence is both commanding and engaging.

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19+ podcast & stage appearances. Remote or in studio, broadcast-grade audio.

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