Smith Patrick Financial Advisors

We are a Registered Investment Advisor and provide fee-only financial planning and portfolio management services. As a fee-only advisor, our interests are aligned with our clients. Our value is not in any product that we can offer but the service of ...

We are a Registered Investment Advisor and provide fee-only financial planning and portfolio management services. As a fee-only advisor, our interests are aligned with our clients. Our value is not in any product that we can offer but the service of visualizing goals and providing the resources needed to achieve them. When a client's financial picture becomes more complex, the greater the value of finding a trusted partner that will help bring clarity and perspective to the client's current situation and actively engage in actions needed to achieve future goals.