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.
Financial Planning
Our advisors develop comprehensive strategies for clients that allow them to make informed financial decisions.
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Investment Management
We specialize in tailoring investment strategies to fit our client's current situation while identifying future opportunities.
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Risk Management
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.
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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.
Helpful Content
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Emerging Market Opportunities
What are your options for investing in emerging markets?