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"Stand Up and Be Proud"

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

I am a long-time member of the Colorado Society of Certified Public Accountants. Each year, our incoming leader has a theme to guide us for the coming year. This year the theme is “Stand up and Be Proud.” This applies to so many things in our lives – our families, our personal accomplishments, as well as our professional lives. What our team does makes a difference to a lot of people. We are very proud of that and it is the reason we wanted to announce the honors our firm received in the last few months.

In March, M.J. Smith & Associates was ranked #3 in Colorado on Barron’s 2019 “Top Financial Advisors by State” list, which is an improvement over our #4 ranking last year.

Each year, Barron’s annual Top 1,200 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. It is the publication’s most comprehensive listing, and it encompasses everyone from independents (who own and operate their own practices) to employees of the big Wall Street firms. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors in the rankings include: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Our team was also recognized on Forbes’ “Best-In-State Wealth Advisors” list as the #4 firm in Colorado for 2019. The Forbes list spotlights over 3,000 top advisors across the country who were nominated by their firms and who were then researched, interviewed, and assigned a ranking within their respective states.

Even though my name appears on these lists, the recognition belongs to our entire team here at M.J. Smith & Associates.

We don’t take what we do lightly. Our clients entrust us with the honor of helping make their financial goals – and all of the hopes and dreams attached to them -- a reality. To help make all of that happen, we carefully and mindfully fill our team with the best and brightest individuals out there. These accolades are always an acknowledgement of just how hard we are working for our clients.

Yes, it’s an honor to be recognized for what we do, but ultimately, our goal is to continue to do what we do best – help our clients meet their short and long-term financial goals. Whether or not we end up on a list, their success is what drives us forward as a firm and gives us the greatest sense of accomplishment.

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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Forbes or SHOOK Research.  

Barron’s “Top 1,200 Financial Advisors,” March, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

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