About Us

A Broker Who Works for You

Smith Stone Advisory Group was founded on a simple belief: every senior deserves access to unbiased, expert guidance when navigating Medicare and Medicaid — without pressure, confusion, or cost.

As an independent broker, I am not employed by any insurance company. I compare plans from all major carriers and recommend only what genuinely fits your needs. My clients trust me because I have earned that trust — one honest conversation at a time.

Smith Stone Advisory Group — independent Medicare insurance broker

Licensed Since

2023

My Mission

Why I Do This Work

"

I got into this field after watching a family member struggle through the Medicare enrollment process alone — overwhelmed by options, unsure who to trust, and ultimately ending up in a plan that didn't serve their needs. That experience stayed with me.

Senior citizens have spent a lifetime working, contributing, and caring for others. When it comes to their healthcare, they deserve someone in their corner who will take the time to truly understand their situation and advocate for their best interests — not someone trying to hit a sales quota.

That is the standard I hold myself to every single day. When a client calls me confused or worried, I don't rush them. I listen. I explain. And I don't stop until they feel confident about their coverage.

Brandon Smith

Founder & Independent Insurance Broker
Smith Stone Advisory Group

What I Stand For

The Values Behind Every Recommendation

Integrity First

I will never recommend a plan because it pays a higher commission. My reputation is built on honest, unbiased guidance — and I intend to keep it that way.

Genuine Care

My clients are not policy numbers. I take the time to understand your health, your family, and your concerns — because the right plan is personal.

Lifelong Partnership

Enrollment is just the beginning. I review your coverage every year and am always available when questions arise — no matter how small.

Deep Expertise

Medicare and Medicaid are all I do. That singular focus means you benefit from a level of knowledge that generalist agents simply cannot match.

Credentials

Licensed & Qualified

Licensed Independent Insurance Broker
Medicare & Medicaid Specialist
Certified in Medicare Advantage Plans
Certified in Medicare Supplement (Medigap)
Certified in Medicare Part D Drug Plans
Dual-Eligible Special Needs Plan (D-SNP) Specialist
Annual carrier certification — all major plans
Our Journey

Years of Trusted Service

23

2023

Licensed as an independent insurance broker

24

2024

Specialized exclusively in Medicare & Medicaid plans

25

2025

Expanded carrier network to 20+ major providers

26

2026

Founded Smith Stone Advisory Group — serving seniors across the Carolinas and beyond

Let's Find the Right Plan Together

A free, no-obligation conversation is all it takes. I'll listen, compare, and guide — you decide.

Smith Stone Advisory Group

Independent Medicare & Medicaid insurance broker serving senior citizens. We compare plans from all major carriers to find your perfect fit — at no cost to you.

Contact Us

(980) 257-2331[email protected]
Serving clients nationwide

© 2026 Smith Stone Advisory Group. All rights reserved.

Smith Stone Advisory Group is an independent insurance broker. We are not affiliated with or endorsed by Medicare, Medicaid, or any government agency. Plan availability varies by location.