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 that 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 an Independent 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 Rep, 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 5613 DTC Parkway, Suite 650, Greenwood Village, CO 80111. For more information call 303.768.0007
Comprehensive financial/wealth planning and wealth management, including:
Investment Planning
Retirement Planning
Estate Planning
Income Tax Planning
Business Planning
Education Planning
M.J. Smith and Associates works with individuals, families, small business owners and corporate clients.
Mark J. Smith, CFP®, CPA/PFS, CIMA®
Gerald B. Gill, Jr, CFP®, CLU
