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 Firm of South Florida and the greater Atlanta area - with offices in Jupiter, Florida and Atlanta, Georgia.

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.” 

ROY WILEY

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 Purpose

Empower individuals and families, by transforming investing beyond a transaction to an experience, resulting in living a purpose powered life.

Our Mission

To coach investors in discovering their true purpose, guiding them in identifying how speculation and gambling are disguised as investing, so that they can avoid these destructive pitfalls and realize their American Dream.

HARRY M. MARKOWITZ, PH.D.

1990 The Nobel Prize in Economics, Modern Portfolio Theory and Academic Board Member Meet Dr. Markowitz and the full Academic and Behavioral Board members. Click Here

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.

Read More

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. 

Read More

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.

Read More

Keith Stacy

Investor Coach

Keith Stacy holds a Bachelor of Arts in Economics from Florida Atlantic University’s Honors College. Shortly after graduation, he began his career with SmartPlan in 2019 where he performed several different clerical and customer service duties while training to become a SmartPlan Investing Coach in 2020 after passing the Investment Advisor Representative exam.

Read More

Do you have questions
about your financial picture?

Let's talk about it.