Strategic Wealth. Honorable Service

Rooted in service, Honor Guard Wealth is dedicated to helping our clients reach their financial goals. Based in Louisiana, we partner with individuals, families, and business owners who value an advisor that brings military precision, transparency, and a disciplined approach to their financial planning.

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Core Principles

Our work is grounded in four pillars: Dependable, Focused, Family, and Honor. We use our core principles as the foundation for every interaction we have with you.

Dependable

We prioritize consistency over complexity. Our team is built to offer continuous support, reliable follow-through, and service you can count on.

Focused

We approach every step with care and persistence, staying attentive and to you your goals and presenting thoughtful options at the right time.

Family

We treat our clients like family. Our goal is to be a lifelong partner in your financial journey.

Honor

We operate with integrity and transparency, always acting in your best interests.

Our Services

We aim to provide financial planning, retirement planning, risk management, estate, and tax planning to help you achieve your financial goals.

Financial Planning

Tax Planning

Estate Planning

Retirement Planning

Investments

Risk Management

Who We Serve

Every client is unique and brings their own financial challenges that they face. At Honor Guard Wealth, we understand the complexities of each person’s situation and we’ll work with you to help face these challenges head-on.

Retired Military & Veterans

We understand the unique financial landscape that comes with military service, from VA benefits and pension planning to transitioning into civilian financial life. You served. We’re here to serve you.

Oil & Energy Workers

We help those in high-income, variable-pay careers create financial stability and plan for future beyond the field.

Business Owners

From cash flow management to exit planning, we support entrepreneurs at every stage of business ownership.

Our Team

At Honor Guard Wealth, our clients are like family. Our goal is to be with them every step of the way in their financial journey. Service isn’t just something we’ve done; it’s who we are. Honor Guard Wealth was founded to continue that mission: helping clients and their families live and retire well, and supporting them through every stage of life’s adventures.

Founder, Financial Advisor

Robert Smith

Robert holds a Bachelor’s degree in Criminal Justice Administration from Park University, graduating Magna Cum Laude, and pursued a Master’s in Theology at Liberty University.

He served as a Financial Advisor at Edward Jones for 14 years, where he built strong relationships with clients across various industries. He opened a new branch just 11 months after obtaining his license and managed it until March 2026. In addition to his financial career, he also served 20 years in the Marine Corps.

Robert specializes in creating personalized financial plans that align with individual and family goals, covering retirement accounts, brokerage accounts, college savings, life insurance, and long-term care, all while integrating tax and estate planning. He is committed to honesty and integrity, taking the time to understand each client’s unique needs.

Outside of work, Robert volunteers at Church of the King as a small group leader and helps with a large youth event every Wednesday. He and his wife also support charities such as UNITE, HopeNOLA, and FreeNOLA. He is also a member of the local American Legion and VFW.

Robert and his wife enjoy traveling. After living in five states and serving 20 years in the United States Marine Corps, they’ve built lasting friendships across the country and often take long weekends or road trips to visit them. Growing up north of Seattle, he is a Seahawks fan, and after living in Louisiana for 17 years, he’s also a fan of teams like the Saints and the Tigers. He and his wife have three grown children and one grandson, and his son followed in his footsteps by joining the Marine Corps. Service is a core value for his family, ingrained in him at a young age and passed on to his children.

Marine Corps Experience:

  • Logistics NCO: 2nd Light Armored Recon Battalion
  • Marine Security Guard: US Embassies Luxembourg and Dakar, Senegal
  • Counterintelligence Chief:
    • Anti-terrorism force protection
    • Counter-surveillance
    • Counterterrorism
    • Liaison for CIA
    • US State Department, White House and U.S. Secret Service.
  • Four Middle East deployments and over other 30 for various CI roles.

Business Support

As investment professionals, Honor Guard Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Managing Director, Investments & Trading

Erin Corbett

Chief Operating Officer

Jenny Kurz

SVP, Strategy & Communications

Lauren Lehman, CFA®, CFP®

Director of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Get In Touch

If you have any questions or would like more information, please feel free to reach out. You can call our office or send us an email at your convenience. We’re here to help.