Kyle H. Smith, CFP®

Kyle co-founded SmithSandlin Wealth Planning in 2021 after having worked at BB&T Scott & Stringfellow for 24 years. Kyle is a graduate of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.  

Kyle is a vocal advocate for clients to have their own, personalized financial plans that will address retirement income planning, tax strategies, and estate planning. He believes in actively monitoring and implementing recommended changes when appropriate. He firmly believes that financial advisors should act in a fiduciary role and place their clients’ interests ahead of their own.

He is a past president of the Cary-Kildaire Rotary Club and a member of the Paul Harris Society for District 7710. From 2008-2010, he and his father served as co-chairmen of the district's Polio Challenge to raise money to eradicate polio worldwide.

Kyle is also a member of the First United Methodist Church of Cary, having served on the church's long-range planning committee and as a United Methodist youth counselor. He currently assists the church by helping members who want to gift stock as part of their annual pledge.

In 2004, he was a member of the church’s Bosnian mission team, which visited war-torn Bosnia and worked with children at a joint Muslim-Catholic youth center. In 2006, he joined a group of North American Rotarians on another mission trip to immunize children against polio in Ghana, West Africa.

He and his wife, Jenn, and their two children, Caroline and Brooks are residents of Cary. Kyle enjoys swimming, basketball, Rotary, as well as pulling for the Tar Heels.

Kyle was awarded Forbes 2025 Best-In-State Wealth Advisor*

^{* 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.}