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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.

Introducing Raymond James Insurance Express

October 18, 2018
Drew Barnes, CFP®

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

Read More

Ten-Years Since the Great Recession - Will History Repeat Itself?

October 10, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Ten years after the day that set in motion the Great Recession, the U.S. is experiencing another record-breaking series of positive historic events. Some are taking this opportunity to analyze the past decade and prepare for any “historic” experiences that may arise in the future. We recommend this tip as they do so.

Read More
Introducing Raymond James Insurance Express
October 18, 2018
Drew Barnes, CFP®

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

Read More
Ten-Years Since the Great Recession - Will History Repeat Itself?
October 10, 2018
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Ten years after the day that set in motion the Great Recession, the U.S. is experiencing another record-breaking series of positive historic events. Some are taking this opportunity to analyze the past decade and prepare for any “historic” experiences that may arise in the future. We recommend this tip as they do so.

Read More
The Unique Considerations for Blended Families When Calculating Life Insurance
October 3, 2018
Jacob Jaegle, CFP®

The need for life insurance can go beyond simply replacing income. What is becoming a much more regular conversation is the increase need of life insurance for blended families. This post discusses factors to consider and shares a helpful case study.

Read More

Introducing Raymond James Insurance Express

October 18, 2018

Our team now has access to a new tool called Raymond James Insurance Express, which allows us to better help our clients through every step of acquiring life insurance - from an in-depth, personalized "Needs Analysis" to working with the Raymond James Insurance Group for the application and processing.

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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