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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.

New Year, New Contribution Limits

The IRS increased retirement contribution limits for 2020. See more details in this post and and reach out to your retirement provider to take advantage of the increased maximum limits.


How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Active vs. passive investing as been a long-standing debate for the stock section of the investment portfolio. While past performance is no guarantee of future results, learn the historical data showing how a good fund screening process may put an investor in favor of active investing.


Meeting Our Clients for Yappy Hour

We enjoy giving back to our clients, community - and four-legged friends.

Read about our latest get-together.

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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.
We look forward to hearing from you.

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