Sanders Smith was founded in 1994 by Paul Smith and Steven Sanders with a clear vision: to deliver truly independent, client-first financial advice.  After a decade working within a traditional financial services firm, they recognized the limitations of that model and saw an opportunity to do more—for their clients and their families.

By establishing Sanders Smith as an independent advisory firm, they embraced an open-architecture platform—allowing for objective guidance, broader investment access, and fully customized planning.

Their founding principles—integrity, independence, and personal relationships—remain at the heart of everything we do.