Welcome to RB Smith Co.
We believe that investing is never an end in itself, but rather a means to help you pursue your goals. What matters in the end is not the securities you select or the strategies you pursue, but whether your financial portfolio seeks to help you to live the life you’ve envisioned.
The financial advisors at R.B. Smith Co. provide personalized financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management.
Award-Winning Financial Experience
Dan Wilburn, a Financial advisor in Valparaiso, IN, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.
R.B. Smith provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.