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Since 1983, M.J. Smith and Associates has pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle and through each swing of the economic pendulum. We like to think we’re a source of respite for our clients, a place where they are reminded that the most rewarded financial virtues are patience, vigilance and intelligence – even as they confront some of life’s biggest financial challenges like navigating a divorce, selling a business or managing an inheritance.

 

Calling on more than 90 years of combined investing experience, we strive to be your voice of financial reason. Our job is to mute hype, to temper emotion, to share knowledge and to help exceptionally successful people become especially successful investors.

Is Your Portfolio Structured as It Should Be?

Do you understand your exposure to various sectors of the market and how these sectors correlate to each other?  Let us offer a customized, detailed analysis of your portfolio at no cost to you.

Our Latest Resources

The FOMC expects economic conditions to "warrant only gradual increases," but future policies will depend on global developments, economic data, and growth projections.  Click here to learn more.

Click here to watch a video with Mark Smith and McKenzie Ebbesen sharing the latest market update and economic outlook.

While the financial media argue the merits of active vs. passive investing, Morningstar’s Don Phillips thinks they’re overlooking a far more important discussion.  Click here to read how we need to reframe the talk.

With our holistic approach, we strive to be not just your investment planner, but your complete wealth management partner.

Learn More About Your Analysis

Ph: 303.768.0007

We’ve built a practice focused on sharing insight, experience and education.

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Forbes'

Top 100

Advisors

2016*

Barron's

Top Advisors

2007-2016*

Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and /or members.  M.J. Smith and Associates is independent of Raymond James. Raymond James financial advisors 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. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Can Investors Beat the Market?

Third-party studies have shown that investors continually fail to capture average market returns.

 

Listen to Financial Consultant, Drew Harper, explain why we believe there is gap between the average investor’s returns and capital market returns in this video.

The Value of a

Wealth Management Firm

Vanguard research states that advisors who follow best practices can add up to about 3% in net returns.

 

Even factoring in management fees, this video explains five areas where a wealth management firm can add real value.