Services
Smith, Frank & Partners is a multi-discipline financial services company where each department is designed to strategically compliment the other. This allows us to offer a wide range of services and to analyze and implement the goals and objectives of our clients as a unified team.
When we set out to create the separate divisions of our company, Financial Planning, Investment Management, Wealth Strategies and Consulting Services, the goal was to make the process as convenient as possible for our clients. Our overriding goal was to streamline the effort that would be required from our clients to expertly implement their financial plan. Along the way, we discovered that our clients not only appreciated the efficiency and expertise, they also loved the added privacy.
Since many of the recommendations that result from the development of a financial plan are implemented within Smith, Frank & Partners, our clients do not have to divulge the private details of their financial lives multiple times to several firms. Our business structure is designed to maximize efficiency and minimize disruption to our clients’ lives.
Learn More About Each of Our Divisions
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
NFP Securities, Inc. is not affiliated with Smith, Frank & Partners, LLC.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
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