Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What does a 21st Century accountant practice look like?
  2. What common challenges do accountants face?
  3. How can we help improve an accountant’s business and life?

Listen to the interview on the Business Innovators Radio Network: 

Todd explained that: “With today’s hectic lifestyles, it’s tough to find the time, the interest, or expertise to navigate the myriad of financial trials you face at different junctures in your life. That is where we come in. We are dedicated to maximizing the potential of our clients, staff, and community. We work with our clients to identify their core values and design creative solutions and strategies that are consistent with them using a propriety 5 step proactive process within a family office ecosystem. This is equally synergistic for our strategic partnerships with accountants who want a comprehensive business solution to easily extend their capabilities. We provide the people, processes, back-office systems, compliance, and expertise so they can focus on working with clients and growing their practice efficiently.”


About Todd Smith

After graduating from Hamilton College, Todd began his financial services career in the late 1990s working for Prudential Securities in NY. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms as well as larger financial corporations.

Since 2012, Todd has focused on working with accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. He founded Level 5 Financial responding to his deeply held belief that wealth management can be far more comprehensive and in how it meets the needs of its clients. Becoming independent gave him the freedom to innovate in order to best meet the needs of his clients. As a business owner and entrepreneur, himself, Todd enjoys designing imaginative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families.

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