welcome@mj-smith.com
Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

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.

Schedule Your Initial Consultation
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.

Independence: Worth Celebrating!

July 2, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

Read More

M.J. Smith & Associates' 2019 Women’s Series Continues

June 6, 2019
Alexa Kane, CFP®, CDFA™

At the beginning of 2019, we announced a series of women’s events, designed to provide social interaction, education and a chance to give back to the community. This post summarizes the two enriching events held so far and outlines the two events to come. We'd love to have you join us.

Read More
Independence: Worth Celebrating!
July 2, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

Read More
M.J. Smith & Associates' 2019 Women’s Series Continues
June 6, 2019
Alexa Kane, CFP®, CDFA™

At the beginning of 2019, we announced a series of women’s events, designed to provide social interaction, education and a chance to give back to the community. This post summarizes the two enriching events held so far and outlines the two events to come. We'd love to have you join us.

Read More
Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier
May 23, 2019
Tom Jacobsen, MBA

You’re busy. We get it - and that’s why we’ve made it more convenient to schedule an appointment with us. Learn about the new online feature in this post.

Read More

Independence: Worth Celebrating!

July 2, 2019

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

READ MORE
Receive These Updates In Your Inbox

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.
Questions?
We look forward to hearing from you.

Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.