Client Profile

Our clients value delegating financial management because it frees them to focus on their own careers and areas of interest. Many have some experience in managing their own funds but have a nagging sense that they are missing opportunities or taking unnecessary risks. Our clients include entrepreneurs, professionals, executives and families.

In addition most tend to:

  • Be interested in a fee-only advisor because they are concerned about potential conflicts of interest
  • Have over $200,000 in investment assets
  • Be interested in investment management services, retirement planning, or comprehensive financial plans
  • Highly value personalized service and experience

Client Questionnaire

Before your initial meeting with Smith Financial Advisors, please fill out and print this confidential questionnaire. This will help us to understand your unique financial situation, goals, and objectives.