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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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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.

The First Step to Understanding the New QBI Deduction of the TCJA

September 6, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.

Read More

An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”

August 22, 2018
Drew Harper, CFA, CFP®

This last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.

Read More
The First Step to Understanding the New QBI Deduction of the TCJA
September 6, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.

Read More
An Evidence-Based Approach to Sustainable Investing Part II: Degrees of “Doing Good”
August 22, 2018
Drew Harper, CFA, CFP®

This last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.

Read More
An Evidence-Based Approach to Sustainable Investing -Part I: Setting the Sustainable Stage
August 16, 2018
Drew Harper, CFA, CFP®

In this first of a two-part post, I bring sustainable investing into tighter focus. I'll introduce a few key terms and summarize how sustainable investment priorities may vary depending on individual goals.

Read More

The First Step to Understanding the New QBI Deduction of the TCJA

September 6, 2018

A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.

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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