Tyler Smith (CFP®, M.Ed.)

Tyler Smith focuses in the
following client markets or areas of practice:

College/Education Planning

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

My specialty is resolve.

Additional Information

I founded BBK Wealth in May of 2020 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets.

That’s correct – May of 2020. The timing could not have been worse. I realized building this company that relationships have never been more important.

I currently work with professors, teachers, doctors, business owners, and retirees. I care about my clients and independently understand their specific financial challenges.

We provide custom service. This can include incorporating socially responsible investments, digital assets, real assets or alternatives into client portfolios. I am an advisor who listens, solicits your input, shares my thinking, and tests ideas against what you are willing and able to do, so we can develop a lasting and beneficial relationship.

I am a Certified Financial Planner™ professional with a finance degree from Notre Dame. I am an Eagle Scout. I also am a proud graduate of the Alliance for Catholic Education program. I was built for this – undergrad in finance, masters in education.

My commitment to you means more than any of that – If it makes sense to work together we will.