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.
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.
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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 MoreAs 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 MoreAt 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
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 MoreAs 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
