William D. Smith, CFP , AIF , AEP , RICP , LUTCF, CLTC 8816 Six Forks Road, Raleigh, NC 27615

"Truly cannot say enough about Will and his team. He's honest, responsive, and genuinely cares about my family's future - even in areas that could be considered outside of the scope of a typical advisor (wills, insurance, etc). After going though several advisors over the years, it feels good to have found my guy for the long haul."

"I have gotten to know Will over a number of years… Mainly through his service to the nonprofit community. I also know from a personal perspective that he is a fantastic advisor and has a wonderful team. I truly consider him to be a strategic advisor on all things related to financial planning- he is NOT just a broker… He is a comprehensive planner who truly cares about his clients and their long-term vision."

"We have been working with Will for many years . He is very personable and knowledgable in all financial areas. We would highly recommend his services."

"I have worked with Will for many years and retired four years ago. I consider myself fairly astute financially but Will has always been ahead of me on advising moves that I had not considered. I never have to ask for a meeting, he is managing my assets and communicating with me about the status of my account. He thoroughly researches and answers any questions I have. He consistently asks questions to "see the whole picture" and assess my family's goals and objectives. Sometimes you deal with people in the workplace and feel that you know their job better than they do...not so with Will. He is well-versed in the financial world and clients benefit from his knowledge."

"Will Smith is the best! He is 100% professional and discreet, extremely knowledgeable in all areas of financial planning and investment, and an upstanding person to boot. He has helped me plan as I navigated some pretty distressing waters over the past years, always with a friendly outlook and sense of humor. When occasionally there is something I require which is out of his purview, he makes great recommendations. Plus the support team at Capitol Financial is always at the ready! I can't recommend him highly enough."