Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA
Russell is a CFP® professional with over 35 years of experience in financial services. An alumnus of NC State University with a B.S. in Economics and a minor in Mathematics, he is a partner at Guardian Wealth Advisors with a focus on advising ERISA pension and 401(k) plans. His expertise helps plan sponsors navigate the complexities of fiduciary responsibility, investment selection, and plan governance. His approach blends deep technical knowledge with a genuine interest in seeing his clients—and their employees—achieve financial success.
Russell’s commitment to clients is matched by his dedication to family and community. He and his wife, Becki, enjoy traveling, hiking, and playing golf, as well as spending time with their five grown children at their home in Wilmington.
