With over 38 years of industry experience, David Smith is dedicated to helping clients strengthen their financial health. He is an advocate of multigenerational planning and has enabled countless individuals to identify objectives and pursue goals they never thought possible. A longtime CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), David specializes in a wide range of services, including wealth management, college planning, insurance strategies, estate planning and distribution, business transition planning and more.
As founder of the firm, David has assembled a diverse team of advisors to provide clients with a unique perspective and solutions built on their best interests. Together, they strive to truly understand the full picture of their clients’ lives and pursue the financial future they always imagined. By serving in a fiduciary capacity, David keeps client goals and values at the heart of his process and the strategies he recommends.