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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.

Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

Read More

Patience, Grasshopper!

August 8, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read More
Who Do You Trust? Protecting Your Investments
September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

Read More
Why Interest Rates Should Interest You
September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

Read More
Patience, Grasshopper!
August 8, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read More

Who Do You Trust? Protecting Your Investments

September 19, 2019

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

READ MORE
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With our holistic approach, we strive to be not just your investment planner, but your complete wealth management partner.

Our full concierge service guides you through the required intricacies of your unique personal plan.
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