M.J. Smith & Associates is proud to now be a part of Mercer Advisors, one of the largest independent wealth management firms in the U.S., with nearly $20B in assets under management.
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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.
In this live recording, Mark Smith shares insights about his path to Mercer Advisors, provides an update on the integration, and highlights many of the benefits our partnership can provide our clients.
Don Calcagni, CFP, MST, the Chief Investment Officer of Mercer Advisors, recently shared his thoughts on the current market with a nod to a well-diversified portfolio.
On March 26th we held a webinar with our advisors to discuss the market volatility due to the Coronavirus. A recording of this 50-minute webinar is now available.