Your priorities. Our experience. Here when you need us.

Engaging a financial advisor should be simple and on your terms - whether you're planning for a family, a business, or an organization.

Individual Planning Services

You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, we can help with a financial strategy that's tailored to fit your needs right now and going forward.

Personal Financial Consulting

Wish you had a dedicated financial advisor? Through our Financial Consulting Services program, you'll work with a dedicated advisor who's committed to understanding your priorities and financial goals - with the support you need, at a frequency and fee structure that work for you.

Whether you're just getting started or have been investing for years, we can help with retirement income, investments and cash management, insurance, tax planning, college funding, charitable giving, estate conservation, and Medicare supplement options.

Fee-Based Planning

Your goals. Your plan. Financial planning is about helping you work toward your goals. You start by answering a few questions to create a picture of where you are today and what your goals are for the future. From there, we'll work together to create a plan to help put your goals within reach.

You can receive guidance on a variety of topics from asset allocation to estate planning - all packaged into a single written plan. There is an hourly or flat fee for the time and knowledge provided, discussed during Step 1.

Our step-by-step process

Business Planning Services

Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent, or recruit new employees, we've got you covered. After all, it's more than just a business - it's personal.

Business Financial Consulting

With the Financial Consulting Services program, we provide the support you need at a frequency and fee structure that work for your business - the same flexible subscription or point-in-time models, applied to your company's needs.

*Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. Additional fees may apply to any implemented recommendations. You’ll determine if, when, and how to implement recommendations.

Institutions & Endowments

An investment committee's primary concern is to protect and preserve the endowment through the use of a properly drafted Investment Policy Statement. Having a built-in infrastructure to support an investment committee's needs, Smith Financial Corporation can be a reliable resource.

Derek Smith holds the Accredited Investment Fiduciary (AIF®) designation, reflecting coursework in fiduciary standards of care. AIF® is an educational designation only.

Not sure which service fits?

Tell us where you are and where you want to go - we'll point you in the right direction.