We’re Your Financial Guide
At Comprehensive Financial Advisers, we recognize the interrelationship between all your financial needs and take a systematic approach to improving your financial future.
Bob Smith is a CERTIFIED FINANCIAL PLANNER® professional with a MS in financial planning and a Certification in Long-Term Care, so he has the knowledge to help address all your financial needs.
Robert O. Smith, MS, CFP®, CLTC
Founder
Bob was born in the Midwest, where he was very active in sports. He learned the value of hard work at an early age from his paper route and shoveling snow during the Michigan winters. He came to Pennsylvania in 1974 when his family moved to Chester County.
Bob started his career as a financial advisor in 1985 after graduating from the University of Delaware with degrees in finance and economics. He founded Comprehensive Financial Advisers in 1998 to establish his independence. This allowed him the opportunity to provide personalized solutions to help his clients pursue their goals and objectives without being tied to proprietary products or services. Bob is a CERTIFIED FINANCIAL PLANNER® professional. He earned an MS degree in financial planning in 1994 and obtained his Certification in Long-Term Care in 2000.
Bob’s clients appreciate his attention to detail, good listening skills, and empathetic approach. He is also supported by a dedicated administrative team, both in-house and through Commonwealth Financial Network®, his award-winning broker/dealer. Bob’s acumen and his exceptional support team provide outstanding client service that helps build long-term relationships with his growing client base.
He is a member of the Financial Planning Association and is recognized for his competence in the field of wealth management. Bob has appeared on CN8, FOX29, WHYY, ABC News, and WCOJ 1430, and has also been a featured financial advisor in the Journal of Financial Planning, Philadelphia Inquirer, Philadelphia Daily News, USA Today, and Boston Globe.
Bob enjoys time with his family, golf, and the satisfaction of helping others.
Tyler J. Smith, CFP®
Paraplanner
Tyler, a CERTIFIED FINANCIAL PLANNER® professional, began his career as a police officer after graduating from Lock Haven University of Pennsylvania in 2017. His passion for serving others eventually led him to a career in finance when he joined SEI Investments Company in 2022 as a Service Analyst. As his passion for the financial services industry grew, he decided to pursue the CFP® certification. After passing the CFP® exam in November 2025, plans were made to have Tyler join the firm in 2026.
As a paraplanner, Tyler’s main responsibilities are assisting advisors with the development of financial plans, assisting with client meetings, and serving our clients. As his training and experience grows, Tyler’s role will expand to have more direct involvement with clients.
Tyler enjoys time with his family and friends, golf, and off-road Raptor runs.
Katherine M. Dixon
Office and Client Relationship Coordinator
Kathy has decades of experience in the financial services industry and has assisted Bob in servicing clients' needs since 2010. She particularly enjoys her personal interaction with clients and likes to receive updates about their families and their concerns.
Client care and communication are the foundation of Kathy’s personal approach. Her main responsibilities involve providing the exceptional level of service that is held in such high esteem by our clients. She particularly enjoys her focus on financial advisor support as well as client service, processing, and communication by phone or in person.
Outside of the office, Kathy enjoys cooking, baking, gardening, and many kinds of crafts. She also enjoys hiking, watching the Philadelphia Eagles during football season, and spending time with family and friends.
