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Caleb Smith

Associate Financial Planner

CFP®

Caleb joined Richardson Financial Services, Inc. in 2025 and earned the prestigious Certified Financial Planner® designation in 2026. He is passionate about helping clients through comprehensive financial planning, investment advisory services, and personalized financial analysis built on meaningful conversations. A natural problem solver, Caleb is driven to help clients feel confident, informed, and connected to their financial plans.

After graduating from Houghton University with a B.S. in Business Administration and Accounting, Caleb began his career in 2019 as the university’s Gift Accounting and Legacy Giving Specialist. In 2022, he relocated from New York to the MetroWest Boston area and joined J. P. Morgan Wealth Management. Caleb holds FINRA Series 7 and 66 securities licenses, a Master’s degree in Finance and Economics from West Texas A&M University, and the Certified Financial Planner® designation.

Caleb lives in Medway with his wife and son, where they enjoy hiking, board games, and watching their favorite cooking shows. Active in his church and local community, Caleb spends his free time tackling home improvement projects, playing with his son, and cheering on the Boston Celtics and New England Patriots.

Caleb Smith

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About

Richardson Financial Services is a comprehensive financial planning practice based in Medway, Massachusetts. We consider ourselves your and your family’s Chief Financial Officer (CFO). With our focus on personal service, we are committed to helping you realize the financial future that allows you to achieve both individual and family goals.

Contact Info

Richardson Financial Services, Inc.
165 Village Street
Medway, MA 02053

508-533-2335

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through Richardson Financial Services, Inc.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Richardson Financial Services are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS please visit: https://www.jw-cole.com/disclosures

Richardson Financial Services, Inc. and JWC are unaffiliated entities.
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