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Your Plans. Our Priority.

At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.

Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.

Ready to take control of your financial life? We are ready to help. Get started by scheduling a complimentary, non-obligatory meeting or portfolio review. It is our privilege to serve you.

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Mark Smith, CFP®, CPA/PFS, CIMA®

Our Point of View

We review the headlines and study the markets to bring you our latest thinking, as well as timely tips and information.

Making the Most of Your Charitable Deductions

The Tax Cuts and Jobs Act (TCJA) dramatically changed how charitable contributions are deducted. This major change has created new opportunities for multi-year tax planning. Here are a few strategies that might be right for you.


Solutions to the Three Primary Investment Risks in Retirement

These risks are not the technical ones you find in textbooks.  We are going to share with you the real-world risks as well as our firm’s prudent strategies we’ve used over the last 35 years in helping our clients successfully obtain and maintain financial independence.


Personally Speaking - Winter 2020

Learn about the latest events and updates from our team.

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