In Our Community

We take immense pride in the opportunity to work closely with a number of organizations and institutions throughout the Denver-Aurora Metropolitan Area.  In addition, Mark J. Smith is proud to support higher education through annual scholarships at several schools, both locally and in his home state of Iowa.  Read more about our recent involvement below.

Our belief in supporting people's goals extends far beyond the doors of our firm.

Mark and Tori Smith supporting the Kempe Foundation at the 2016 Blue Ribbon Golf Tournament

Mark Smith presenting at the Salvation Army 150th Anniversary Celebration

Supporting The Kempe Foundation with a Day on the Greens

They say a bad day on the golf course is better than a good day at work.  But when you combine the two, great things happen!  M.J. Smith and Associates was thrilled to be the presenting sponsor of the Kempe Foundation's 2016 Blue Ribbon Golf Tournament, supporting Kempe's work to prevent and treat child abuse and neglect.

 

Mark Smith and his wife, Tori, joined a few of our firm's clients at the Cherry Creek Country Club for the tournament, which began with a shotgun start and ended with a fantastic 19th Hole party afterwards.  Mark, a long-time supporter and board member of the Kempe Foundation, said, "It was a perfect day to spend time with some of our clients, while helping to raise funds to help children in our community."

Celebrating with the Salvation Army for 150 Years of Service

On July 2, 2015 the Salvation Army celebrated its 150th Anniversary!  The Intermountain Division marked this milestone with a special event in early October, remembering the times of service all the way back to the early days with founder William Booth in the streets of east London.  Today, the Salvation Army offers hope and help to millions of people every year in 127 countries around the world.

 

M.J. Smith and Associates was pleased to be one of the sponsors of the event.   The night held live music and a special live performance from Nik Wallenda, acclaimed high-wire tightrope walker. In addition, Mark Smith gave a talk about the power of charitable giving from an income tax planning perspective, including the benefit of the Colorado Child Care Tax Credit.

 

Mark Smith has supported the Salvation Army Intermountain Division for a number of years and is currently serving as an advisory board member.  He was able to help The Auction Divas Benefit Auctioneers as they assisted the Salvation Army at their 2014 fund-raising auction by explaining the Colorado Child Care Tax Credit.  By coupling the donors' dollars with this program, the Salvation Army was able to double their fund raising goal!

Mark Smith in Downtown Denver helping with the Salvation Army Holiday Drive

Mark Smith receives the distinguished Alumni Award at Iowa Central Community College

Mark Smith Energizes the COCPA Educational Foundation's Campaign through the 2014 Colorado Gives Day

The Educational Foundation of the Colorado Society of CPAs offers scholarships exclusively for accounting students around the state.  In 2014, after a concentrated effort to promote the availability of these scholarships, the Foundation did not have the funds for nearly half of the highly qualified applicants.  Therefore, they made a concentrated effort to raise more scholarship dollars in connection with Colorado Gives Day, a day developed to increase philanthropy in Colorado through online giving.

 

As told in the January/February edition of the COCPA News Account magazine, "The first step was to seek a donor willing to energize the campaign with a matching grant.  Longtime supporter and Foundation Past President Mark J. Smith, CPA, Greenwood Village, came forward..."  Combining Mark's matching grant from the Mark J. Smith Family Foundation, Mark's challenge to other donors, and the generous donors on Colorado Gives Day after a fierce marketing campaign, the Foundation was able to raise nearly half of its annual donations in a single day.

 

Mark is grateful to all 109 donors that allowed over 15 qualified applicants receive scholarships.

Investor Access

Est. 1983

Barron's

Top 1200 Advisors

2007-2018*

Forbes'

Top 100

Advisors

2016-2018*

Financial

Times Top 400

Advisors

2013, 2014,

2017*

Ph: 303.768.0007

Raymond James is not affiliated with and does not endorse any of the above mentioned organizations.  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.

*The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of July 2016): 11,235 Advisor nominations were received, based on thresholds. 4,000 Advisors were invited to complete the online survey. 2,500 Advisors were interviewed by telephone. 425 Advisors were interviewed in person at the Advisors' location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of future investment performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.  Barron's Top 1200 Advisors - Winner's Circle, a Barron's research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, and services beyond investments offered including estates and trusts, and an evaluation of each advisor's regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.   Financial Times Top 400 - The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors’ practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

Our belief in supporting people's goals extends far beyond the doors of our firm.

In Our Community

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