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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.

There’s a Chance You’ll Have to Retire Early – Stay Prepared

November 15, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

Read More

Is the Market Correction Giving You a Scare? Remember This

October 30, 2018
Drew Barnes, CFP®

The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.

Read More
There’s a Chance You’ll Have to Retire Early – Stay Prepared
November 15, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

Read More
Is the Market Correction Giving You a Scare? Remember This
October 30, 2018
Drew Barnes, CFP®

The broader indices that are commonly tracked (i.e. S&P 500, Dow Jones Industrial Average, NASDAQ Composite) are now either in, or close to, correction territory. While the news stories and headlines present a “scary” picture, here are some statistics and information that show just how strong of an environment the U.S. is currently in.

Read More
Preparing Your Children for Financial Wellness
October 24, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

By evaluating and learning from the biggest financial mistakes of previous generations, you can help your children start college off on the right foot and prepare them for a successful financial future. Start with these four simple steps.

Read More

There’s a Chance You’ll Have to Retire Early – Stay Prepared

November 15, 2018

According to a recent survey, nearly half of retirees left the workplace sooner than they had planned. To help ensure you enjoy your soon-to-be retirement - especially as some situations happen unexpectedly – we have highlighted some key points that will help provide financial security later in life.

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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