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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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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.

Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

Read More

"Stand Up and Be Proud"

April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

Read More
Why Single Women Need to Up Their Retirement Planning Game
May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

Read More
"Stand Up and Be Proud"
April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

Read More
Does Your Real Estate Rental Income Qualify for a QBI Deduction?
April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

Read More

Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

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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