Ryan Smith- Equitable Advisors Financial Professional

09/01/2026

During the month of August I leaned into the back-to-school season with a focus on family and preparing my kids for the next step in their academic journeys.

One highlight was watching my daughter begin her sophomore year to pursue her Nursing Degree. It’s hard to believe how quickly the years go by!

"First day of school"

Also, my son started his freshman year of high school. Sending him off to begin his first year, I am so proud of the young man he is and excited for all that lies ahead for him.

As a parent, there’s something special about watching your children grow, pursue new opportunities, and begin new chapters. It’s also a reminder that supporting our children is one of the most meaningful investments we can make in their future. Moments like this are always a reminder of the importance of making time for family.

As we head into September, I’m grateful for the opportunity to provide my children guidance and support their goals as they navigate this next step.

08/24/2026

Teachers, congrats on another school year! Tune in for ways you can start strong on your financial goals.

08/21/2026

This #5-MinFriday is for all the educators getting ready for a new school year.

Take five minutes today to set one financial goal for the months ahead. Whether it's increasing your retirement contributions, growing your savings, or being more intentional with your spending, small goals can lead to meaningful progress over time.

I've had the privilege of helping educators navigate everything from retirement planning to career transitions and long-term financial goals. If you're looking for guidance as you prepare for the school year, let's connect: calendar.cirrusinsight.com/schedule/initialconsultation

08/14/2026

starts with you. What tip did you find most helpful? Share in the comments!

08/05/2026

Happy !

As I've worked with business owners over the years, one thing has remained consistent: sustainable growth comes from having written goals and a solid plan to execute.

Whether you're just starting your businesses, considering expanding, or looking to balance your cash flow, having a financial strategy can help you navigate each stage with greater confidence.

If you’re looking for a wealth advisor to help take that next step, let’s connect!

07/31/2026

As July comes to a close, I've been reflecting on how much this month reinforced the value of relationships, community, and giving back.

One of the many highlights was spending time with clients at the Icona & Avalon Client Appreciation Event. It's always rewarding to step away from the day-to-day, celebrate the relationships we've built, and connect.

I also participated in the CIAA Golfing Event. The game and conversation reminded me that some of the most meaningful moments happen outside the office. And, that building a strong network, sharing perspectives, and investing in community are just as important as any financial strategy.

The month concluded with the opportunity to support the Read for Success initiative alongside Senator Hughes' office at Equitable. Investing in education and helping create opportunities for young people is something I'm always proud to be a part of.

As I look ahead to August, I'm grateful for the opportunities to continue serving my community. Looking forward to seeing what the next month brings!

07/26/2026

National Parents Day!!!

When thinking about parenting, we often think about being present, providing guidance, and creating opportunities for our children.

Financial planning can support each of those goals.

Which tip did you find the most helpful? Comment below and stay tuned for more tips!

07/24/2026

When many people think of summer fun, they picture destination trips, flights, and expensive getaways. But making meaningful memories doesn’t always require a major expense. Sometimes, the best moments happen a little closer to home.

July is also —a great reminder that some of the best summer experiences don’t have to come with a high price tag.

Whether it’s visiting a local park, exploring a new hiking trail, attending a community festival, planning a family picnic, or enjoying an outdoor movie night, there are plenty of low-cost ways to enjoy the season while staying aligned with your financial goals.

What’s your favorite low-cost summer activity? Let me know in the comments!

07/16/2026

CALL FOR SPEAKERS!!!

📣There is still time to apply! Philly SHRM is seeking dynamic speakers for the 2027 PSHRM Symposium. We're looking for engaging sessions that explore emerging trends, best practices, innovation, and the future of work. 📅 Apply by: July 28, 2026 ✅ Apply: https://lnkd.in/e_2cmgmF 📧 Question...

07/13/2026

July is Financial Freedom Month—which raises an important question:
What does financial freedom actually look like for you?
Check out this video for three things to consider as you build your . Stay tuned for more tips!