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
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.