M.J. Smith and Associates was founded by Mark J. Smith in 1983.  The firm offers fee based services and a comprehensive financial planning approach which includes income tax planning.  Product implementation services are provided through Raymond James Financial Services, Inc., a national investment firm.
     M.J. Smith and Associates is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission. The firm is one of the five most successful offices out of 2,235 independent branch offices of Raymond James Financial Services, Inc.  .
     The firm and its principals have been recognized in Worth, Financial Planning, Registered Representative, Financial Advisor, Bloomberg Wealth Manager, and Boomer magazines as well as by Research Magazine's Winner’s Circle (an independent advocacy organization) as one of the top financial planners in the country. 
     M.J. Smith and Associates is located at 9635 Maroon Circle, Englewood, Colorado  80112.  For more information call 303-768-0007 or visit www.mj-smith.com.
     Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. 

Services Offered by M.J. Smith and Associates:
Comprehensive Financial/Wealth Planning, including:
     Investment Planning
     Retirement Planning
     Estate Planning
     Income Tax Planning
     Business Planning
     Education Planning

Markets Served:
M.J. Smith and Associates works with individuals, families, small business owners and corporate clients.

Executive Team:
Mark J. Smith, CFP®, CPA/PFS, CIMA®
Brian D. Eilers, MBA, CFP®, CIMA®

Back to Newsroom