A complete list of active advisors currently associated with Mark Smith Financial Services, Inc.

Warmer can help you find a great advisor at Mark Smith Financial Services, Inc. or one who fits your needs even better.

The firm provides investment supervisory services and financial planning to individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning is offered as comprehensive or limited-scope work and can be delivered as a standalone engagement or integrated into ongoing portfolio management. MSFS manages individually tailored, primarily discretionary portfolios built around an asset-allocation plan and uses fundamental analysis to evaluate securities, with both long‑term and shorter‑term strategies and an emphasis on diversification and regular account review. Clients may impose reasonable investment restrictions, and the firm recently revised its practice to no longer accept new non-discretionary engagements. A distinctive feature is the firm’s affiliation with an accounting practice under common ownership; the principal devotes a substantial portion of time to that accounting firm (about 60%) and the two entities may refer clients to one another while keeping services and agreements separate. The firm also does not participate in wrap-fee programs, does not charge performance-based fees, and typically leaves proxy voting to clients unless a separate agreement is in place.

To learn more about the advisors currently working at Mark Smith Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.