Wealthline Financial Advisors

02/12/2026

Grateful to receive LPL Financial's Ascent Club distinction* for our efforts in 2025. As markets continue to evolve, this recognition fuels our mission to provide exceptional financial guidance to the families we serve. Looking forward to continuing our growth and deepening relationships with clients throughout Louisville, Southern Indiana, Morehead and locations throughout the country from California to Florida. Thank you for your continued trust and partnership.
*LPL Club levels are based on 2025 calendar year production among LPL Advisors.

12/13/2025

Enjoying our annual Christmas dinner. Thanks to this awesome group of people Wealthline had another record year!

07/04/2025

Another awesome client appreciation event at Churchill Downs! We have the best clients. So blessed to get to work with such awesome people and do what I love! 🐎

06/23/2025

LPL Research explains why long-term investing works: historical data shows patient investors are rewarded, even during global uncertainty.

George Smith illustrates why time is the greatest ally if you have it:

LPL Financial explains why long-term investing works: historical data shows patient investors are rewarded, even during global uncertainty.

05/12/2025

What would Warren Buffett think about investors being fearful? Would he say it’s time to be greedy? Or would he remind everyone of the quote, “stocks climb a wall of worry." It suggests that investors should maintain their discipline even when there are a ton of reasons to believe the market will fall.

12/15/2024

Wealthline Christmas party dinner. 🌲 🎁

11/28/2024

Have a happy and blessed Thanksgiving from the Wealthline Family to yours!🦃 🍁

10/18/2024

Are you a high earner and think you can’t contribute to a Roth IRA? Are you familiar with the back door option?

https://www.morningstar.com

Circumventing the Roth IRA MAGI limit is a multistep process that should be started now.

05/20/2024

FOR IMMEDIATE RELEASE:

TOM M SMITH OF WEALTHLINE FINANCIAL ADVISORS RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Louisville KY— May 13, 2024 – Tom M Smith, a financial advisor at Wealthline Financial Advisors in Louisville, today announced that his achievements have been recognized with inclusion in LPL Financials Ascent Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.
Tom serves clients based in Louisville, Central Kentucky, Southern Indiana and various parts of the country, providing comprehensive wealth management services, including: investment management, retirement planning and income distribution strategies.

“On behalf of the entire team at LPL, I am thrilled to congratulate Tom on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, he has taken their business to the next level, allowing them to dedicate more time to building meaningful client relationships with families in Louisville, Central KY and Southern Indiana. Through their guidance, they have been instrumental in helping these families turn their aspirations into financial realities.”
Tom has been affiliated with LPL Financial, a leading wealth management firm, for over 5 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.

Contact:
Tom M Smith CFS
502-716-6670
[email protected]

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

*Achievement is based on annual production among LPL-affiliated investment programs only.

Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

01/30/2024

Investors & the Markets: What to Watch Out for in an Election Year

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

01/09/2024

Click below to read LPL Research’s 2024 investment outlook.

In 2024, LPL Research believes the markets will make a definitive turn to a more recognizable place, characterized by a return to a market and economy that’s more familiar, steady and reliable. En route, the transition will be marked by meaningful shifts in a few key areas. Some you already see no...

01/02/2024

Negotiating a Great Mortgage in a High Rate Environment

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.