Smith Associates LLC Information

Smith Associates is an independent Registered Investment Advisor, offering professional and personalized financial strategies for individual clients. Client portfolios are built based on the unique personal situation and desires of each client, taking into account both current and future obligations and needs. The goal at Smith Associates is straightforward and simple ~ to build a long-term relationship and become a financial partner to our clients throughout each of their life stages ~ helping plan for and build the financial future they so desire. And, with over 20 years’ experience in the business, Smith Associates is well equipped to do just that. Smith Associates clients may be individuals, corporations, foundations, trusts, partnerships and institutions seeking investment expertise in the management of personal funds, profit sharing plans, pension accounts, and retirement.