TYLER LERMAN is a financial adviser and Certified Financial Planner Practitioner with Smith Wealth Advisory Group of Janney Montgomery Scott, located in York, Pennsylvania. He and his team manage investment portfolios for small businesses, non-profit foundations, and affluent individuals and their families. They advise their clients holistically and comprehensively in all areas of financial planning, including but not limited to: investment strategy and portfolio design, asset allocation, retirement income planning, education planning, risk management, estate planning, and life insurance planning.