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Timothy L. Smith, CFP
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Timothy L. Smith, CFP

CFP®, Wealth Strategist, Financial Educator and Podcast Host
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Meet Timothy L. Smith, CFP

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.

Entrepreneur · Finance
40+ years
Financial services leadership
65 offices
Financial advisor network
3 presidents
Performed as a singer
The Financial Dad
Former podcast co-host

Timothy L. Smith, CFP media

Timothy L. Smith, CFP — press and media photoTimothy L. Smith, CFP — press and media photoTimothy L. Smith, CFP — press and media photohttps://www.podchaser.com/podcasts/the-deep-wealth-podcast-unlock-2060645/… — podcast episode featuring Timothy L. Smith, CFPFrom Stage Lights to Stewardship: Tim Smith’s Journey to Purpose — podcast episode featuring Timothy L. Smith, CFP207 Discovering What Type of Advisor You Want To Be with Timothy Smith — podcast episode featuring Timothy L. Smith, CFP

About Timothy L. Smith, CFP

CFP®, Wealth Strategist, Financial Educator and Podcast Host

Why hosts book Timothy
✓Studio-grade HD audio & video, remote-ready
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✓Fast — replies within 24 hours
EntrepreneurFinanceAuthor

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. As a podcast guest, he brings not only expertise in high-level investing and wealth preservation but also a storyteller’s charisma and a vision for redefining modern private wealth.

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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…

Why Trust Is the Missing Currency in Finance-and How to Spot Fraud Before It Costs You

Investment advisor fraud drains billions from Americans every year, yet most victims never saw it coming. The truth is, flashy credentials and polished presentations can mask dangerous conflicts of…

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Why Creatives and Families Need Real Financial Literacy, Not Just Advice

Too many entrepreneurs, influencers, and even families with growing wealth discover the hard way that taxes, insurance, and investing aren’t optional details-they’re the foundation of long-term…

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

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