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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.

For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

Read More

What the Stock Market Would Tell You, If It Could Talk

February 5, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Feeling anxious about the financial events of 2018? You're not alone. In this post, we share our in-depth research of the stock market to shine a little light on the past in hopes of helping you look at the future with more objectivity. You'll learn why we feel positive for the coming year.

Read More
For Love & Money: Successfully Pursuing Financial Goals as a Young Couple
February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

Read More
What the Stock Market Would Tell You, If It Could Talk
February 5, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Feeling anxious about the financial events of 2018? You're not alone. In this post, we share our in-depth research of the stock market to shine a little light on the past in hopes of helping you look at the future with more objectivity. You'll learn why we feel positive for the coming year.

Read More
Creating Smart Resolutions for Your Financial Future
January 15, 2019
Jacob Jaegle, CFP®

We often hear from our clients that their children or grandchildren use the turn of the year to make financial resolutions. However, statistics show less than 10 percent of resolution-makers actually achieve their goals. This post shares some tips to help your next generation succeed.

Read More

For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

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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