Our Mission and Purpose

How We Work

Smith Financial & Associates, P.C. and Smith Wealth Management is a Retirement, Financial Planning, and Tax Preparation firm which specializes in assisting small businesses and individuals. With over twenty-five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed, and convenient advice for investors, individuals, and business owners by holding a high standard of fiduciary responsibilities. We offer a wide range of Financial products, Income Tax Services, Bookkeeping Services and Insurance products to meet the most unique needs of any individual and business.

Our mission and purpose is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your specific situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our motto is, "We Work Harder for You!"

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals. No cookie cutter approach. Our office is comfortable and inviting to all. We are casual and value the family experience and want to help you not only prepare for your retirement journey, but to be able to enjoy your current life.

Our History

Years of experience have prepared us to guide you through your life transitions. Mr. Smith's desire to enter the Financial Services Industry began when he was in High School. He witnessed mistakes made by family members not preparing for the future. After experiencing these events in Financial Planning, Retirement, Insurance, and Taxes, his heart lead him to not only serve his family with their financial issues, but to help others as well. Over thirty years later, he still enjoys helping and seeing the success of others.

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