Denver wealth manager ranked first in Colorado, 15th in U.S.
December 3, 2007— Mark Smith, wealth manager and founder of M.J. Smith and Associates, was named the top-ranked independent financial advisor in Colorado by Registered Rep. The magazine named Smith 15th in the U.S. in its inaugural list of the country’s largest independent financial advisors.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant. Smith and his firm have also been recognized by Barron’s, Wealth Manager, Financial Planning, Financial Advisor, and Boomer magazines and by The Winner’s Circle, an independent advocacy organization, as one of the top wealth management firms in the U.S. M.J. Smith and Associates currently manages more than $540 million for its clients.
M. J. Smith and Associates offers fee-based asset management services with a comprehensive financial planning approach which 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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