Verified recordFinancial Services

Dalton Smith

Associate Wealth Advisor at Evidence Wealth

Based in Bryan, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Bryan

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

d•••••••@evidencewealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Dalton Smith

I am an Investment Advisor Representative and Associate Wealth Advisor at Evidence Wealth, LLC. Evidence Wealth is a private wealth management company located in Bryan, Texas, and was founded by Jim Whiddon and Matthew Gentry. I began as an intern in June of 2022, and in August of 2024, I officially became a wealth advisor for the firm. Evidence Wealth uses an Evidence-Based and Faith-Driven investment philosophy to educate investors about the great advantages of financial, life, and legacy planning strategies. Our mission is to bring our unique investing opportunity to every investor, regardless of what season of life they are in. My professional goal is to help my clients become wise stewards of true wealth. In a world where the media and Wall Street surround investors with endless confusion, hit-or-miss approaches, and fear, having a coach who can help you maintain discipline over your financial future is essential.

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