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 your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.
Active vs. passive investing as been a long-standing debate for the stock section of the investment portfolio. While past performance is no guarantee of future results, learn the historical data showing how a good fund screening process may put an investor in favor of active investing.
Take a glimpse into the latest happenings our team is a part of - in and out of the office.