Welcome to Smith, Frank & Partners
Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals. We focus on C-Level executives, entrepreneurs, and other professionals who require highly specialized financial and advisory services. Our services include personal financial planning, wealth management, and risk management. Each division of Smith, Frank & Partners specializes in a specific financial discipline and works as a team to help achieve your financial objectives.
Our advisors develop comprehensive strategies for clients that allow them to make informed financial decisions.Learn More
We specialize in tailoring investment strategies to fit our client's current situation while identifying future opportunities.Learn More
We assist clients in developing a plan in the event that they live longer than expected, die too soon, or get sick or hurt and have a loss of income.Learn More
Building Your Financial Independence
We provide personalized and thoughtful guidance to assist clients in helping achieve their financial goals and the tools necessary to make informed decisions to preserve their financial future. We create a detailed financial blueprint and act as a personal CFO working closely with our clients to understand their unique situation and goals, helping them work through the obstacles that may stand in the way of building their financial future.
As their financial architect, we help maintain a balance between sustaining their lifestyle and leaving a legacy. Our clients take comfort knowing that we have the experience necessary to put their personalized plan in place and the expertise to guide them.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do you understand these common mobile slang terms?
It may help your business be better prepared in the event of the death of a principal or key employee.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
For women, retirement strategy is a long race. It’s helpful to know the route.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations?