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.
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
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 MoreStudies 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 MoreFeeling 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
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 MoreStudies 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
