OWL Private Wealth Advisors was formed to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors, we utilize our combined 50+ years of experience to help clients simplify their otherwise difficult financial decisions.
We are not impacted or controlled by outside forces or firms in our investment decisions.
We have a clear and understandable fee schedule, disclosing our compensation.
A CFP® professional shall at all times place the interest of the client ahead of his or her own and adhere to the fiduciary standard of care when providing investment advice.
Jeffrey J. Smith, CFP® CPWA® RMA® ChFC® CRPC®
Managing Partner | Private Wealth Advisor
I am Wolf's Dad and Karen's husband. Professionally, I am a Managing Partner and Private Wealth Advisor, with more than 22 years of expertise in financial and wealth planning.
Brian R. Thomas, CRPC® MBA
I am a Managing Partner and Private Wealth Advisor with OWL Private Wealth Advisors and have 20+ years of experience in the financial services industry.
Private Wealth Advisor
I am a Private Wealth Advisor with OWL Private Wealth Advisors and have spent over 12 years as advisor in the Metro Detroit area, initially going door to door meeting clients with Edward Jones Investments in Plymouth.
Private Wealth Associate - Office Manager
I joined OWL Private Wealth Advisors in 2023 as a Private Wealth Associate and will be assisting new clients with onboarding to as they transition into the practice while providing existing clients with support and additional...