Smith, Frank & Partners, LLC
Who We Are
Relationships have always been at the heart of our practice. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to understand and satisfy the needs of their clients. In 1978, founders Randy Smith and Ted Frank recognized their mutual respect for this philosophy.
From this shared vision, they established Smith, Frank & Partners. Our customized strategies are tailored to your individual needs. They are built to accommodate your short and long-term goals while building a pathway to sustained financial independence. Our mission continues to defend your best interests while identifying new opportunities.
We have developed a multi-divisional organization built to provide clients with total access to a team of professionals. Each department is designed to strategically complement the next. By creating the separate divisions of Financial Planning, Investment Management, and Risk Management, we sought to streamline the implementation of financial plans and maximize their effectiveness.
Our strategic partnerships include the following organizations and sponsorships: