About SmartPlan Investing

We are an investor 
coaching company.

We are SmartPlan Investing, a multi-generational registered investment adviser and coaching company founded in 1968 by Gene Hall. We are the premier investor coaching company of Jupiter/Juno Beach and the Greater Atlanta, GA area.

From Our President

“Our company was born out of a struggle to find a solution for our clients and myself in an industry that was not serving the interest of investors, but rather themselves.

Nearly twenty years ago we were fortunate enough to be introduced to a concept that would forever change our lives and the lives of our clients. That concept focused on putting the investors' need, dreams, and purpose front and center.”


Backed by Nobel Prize Winning Research

Investors are empowered to identify what speculation and gambling looks like, so that they can avoid these common investing pitfalls leading them to experience peace of mind around their life savings.

Our approach is backed by empirically tested academic investing principles and proven success with real clients. We believe knowledge is power, and our companies primary focus is to help all investors understand what they are doing with their money and why it’s being done this way.

We do these in group coaching sessions that can be as much gut wrenching as they can be fun and inspiring. 

Our Mission

We coach investors to recognize common investing pitfalls that can steal their dreams while equiping them to live a purpose-powered life. 

Our Team

Roy Wiley

CPA & Investor Coach
Roy graduated with a Bachelor of Business Administration degree from the highly profiled Florida Atlantic University in Boca Raton, Florida in 1974. Mr. Wiley was recognized in 1976 by the State of Florida as a Certified Public Accountant. After receiving his CPA he worked as a controller for a large corporation and also pursued his insurance license and worked part time with A.L. Williams.
  • qxif-linkedin-in

Robroy Wiley

Investor Coach & VP of Communications
Robroy Wiley, is an Investment Advisor Representative and holds a Bachelor of Business Administration in Finance from Georgia State University. He started with SmartPlan in 2011 as a Portfolio Analyst and grew into his role as an Investor Coach. 
  • qxif-linkedin-in

Jennifer Foster

Investor Coach
Jennifer Foster is a Wealth Coach with SmartPlan Investing and has been with the company since 2003. While she is recognized for her work with women, she and her team’s focus is to empower the entire family. However, she realizes that many women think of investing as a man’s responsibility. They often think investing is too hard and confusing for them to navigate. She is out to change that perception because she believes this a destructive mindset. Furthermore, she believes it is vital for women to grasp the basics of investing. Also, it’s important to be a part of these very important decisions for their own financial confidence and peace of mind.
  • qxif-linkedin-in
  • qxif-instagram

Do you have questions about your financial picture?

Let's talk about it.

qxif-chevron-circle-right Free Consultation

Interested in learning more?

  • qxio-ios-locationVisit us
  • qxif-envelopeinfo@smartplaninvesting.com
  • qxio-ios-telephoneJuno Beach, FL: (561) 744-9516
  • qxio-ios-telephoneAtlanta, GA: (770) 450-6625
  • Home
  • Coaching & Advice
  • Investing Plans
  • Open an Account
  • Our Process
  • Blog
  • Podcast
  • Prospectus
  • Glossary
  • Zoom Guidelines
  • Disclaimer
  • About Us
  • Investor Coaching
  • Investment Plans
  • Investing Services
  • Contact Us
  • qxio-ios-location14255 U.S. Highway One, Suite 240 Juno Beach, FL 33408
  • qxio-ios-telephone(770) 450-6625
  • qxio-ios-telephone(561) 744-9516
  • qxif-envelopeinfo@smartplaninvesting.com
  • qxio-social-facebook
  • qxif-instagram
  • qxif-linkedin-in
  • qxio-social-youtube
Attend the American Dream Experience