Mark Smith Ranked One of Colorado’s Top Wealth Advisors

Denver Professional Selected by Independent Advocacy Organization   


DENVER, July 29, 2008— For the second consecutive year, independent financial evaluators have named Mark Smith one of the top wealth advisors in Colorado.  The Winner’s Circle, an independent advocacy organization, ranked Smith second in the state.  Smith is principal of M.J. Smith and Associates.

“It is very gratifying to know that we are earning the respect of our clients and industry peers. We’re grateful to have been honored with this award,” said Smith.   M.J. Smith and Associates currently manages over $550 million in client assets.

Smith was selected based on data collected and analyzed by industry consultant R.J. Shook of The Winner’s Circle organization in Boca Raton, Florida.  Criteria for the ranking were based on compliance records, client satisfaction, community involvement, revenues and profits generated, and assets under management.  The Winner’s Circle interviews candidates’ clients and colleagues, reviews managed assets and revenues, and analyzes advisors’ staffs, credentials, and client service.

 

Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant.  M.J. Smith and Associates offers fee-based asset management services with a comprehensive financial planning approach that includes income tax planning.  The firm is a registered investment advisor with the U.S. Securities and Exchange Commission. For more information call 303-768-0007 or visit http://www.mj-smith.com   Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC.

 

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