Brandon Smith

I’m Brandon Smith, a financial consultant and planner based in Chesterfield, Virginia, and I’ve dedicated my career to protecting individuals, families, and business owners from the kinds of financial disasters that first led me into this profession.

I believe it’s my mission to stand beside my clients through life’s most important moments—offering guidance, clarity, and a level of trust that goes far beyond the numbers. After earning my MBA from the University of Mary Washington in 2015, I moved to the Richmond area to begin my journey in financial services. I joined Jacobs Financial Group, now Milestone Financial Solutions, where I’ve been fortunate to grow alongside the firm since 2016. Throughout my career, I’ve continued expanding my education and expertise so I can provide comprehensive short- and long‑term financial and business planning tailored to each client’s unique goals. As an Eagle Scout, I hold trust, preparedness, and commitment as core values in both my personal and professional life. Those principles guide the way I show up for my clients—whether we’re planning for major milestones, protecting what matters most, or navigating unexpected challenges. I am genuinely passionate about being a steady, knowledgeable resource in all the capacities my clients need. When I’m not supporting clients, you’ll usually find me outdoors. I love biking, camping, and hiking through Virginia’s state parks with my wife, Rachael, and our two dogs, Luca and Sully. The outdoors keeps me grounded and reminds me why helping people build secure, confident futures truly matters. Every client I work with deserves someone in their corner—someone who listens, prepares, and protects. That’s what I strive to be every day.