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Our firm understands the importance of TRUST and INTEGRITY in our client relationships. We have established a Code of Ethics to assure our clients that we always place their interests first.
Please click on this link to review our Code of Ethics.
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Achievements, Leadership, and Honors
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Click here to read a summary of recognitions received by M.J. Smith and Associates and Mark J. Smith.
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Interested in More Information?
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If you are interested in working with us, please contact us at (303) 768-0007 or Email us to schedule a phone consultation with one of our financial consultants.
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Mark J. Smith, CFP®, CPA/PFS, CIMA®
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Repeatedly recognized by industry publications as one of the top wealth advisors in the U.S., Mark Smith is principal of M.J. Smith and Associates. Please read more...
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Our Client Care Team is the first line of communication with our clients. The Team is essential to the high standard of service we strive to provide our clients on a day-to-day basis.
Please click here to meet our Client Care Team.
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M.J. Smith and Associates is a Registered Investment Advisor with the US Securities and Exchange Commission and is fully staffed by a team of well-trained and educated investment management professionals. Our company was established in 1983 and is based out of Englewood, Colorado.
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Brian D. Eilers, MBA, CFP®, CIMA®
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Brian D. Eilers is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst®. He joined M.J. Smith and Associates in 1998 and became a principal in 2005. Please read more...
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Raymond James Financial Services, Inc. member FINRA/SIPC is our Broker/Dealer through which we consummate security transactions. They work with over 2000 independent financial planning offices throughout the country. We have access to all of the resources of Raymond James and Associates, Inc. which is an affiliate of Raymond James Financial, Inc. a publicly traded company on the New York Stock Exchange (RJF).
Our clients enjoy all of the benefits associates with a large securities firm, and have the added advantages of our independence. This allows us to use non-proprietary products, which may be more appropriate for our clients.
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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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.
Securities Offered Through
FINRA SIPC
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| Copyright 2005 by M.J. Smith and Associates
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