Our Company

Joel Smith & Associates, LLC, (JSA) is a Registered Investment Advisor (RIA) company. As an RIA, the company has fiduciary responsibility to put client needs first, which is its' main priority.

Because JSA is based in Atlanta, Georgia, clients can be certain that personal attention combined with professional service, which is independent and objective, will be right at their doorstep, providing local counsel and management that surpasses their expectations. A commitment to provide exceptional client service is demonstrated by a 97% client retention rate.

JSA offers a variety of solutions, from fee-only financial plans and advisement to commission accounts. In addition, the company partners with attorneys, accountants, business intermediaries, and other leading professionals, building not only a customized plan, but a personalized team to facilitate extensive client services, as well.

Through sound, objective counsel, the company helps clients determine their unique circumstances and needs, and then tailors a customized plan to address the specific issues and goals.

JSA stands out among its' competitors because it looks at the client's total financial picture. Then, a comprehensive plan is developed, supported by knowledge-based research of solutions that meet the client's goals and needs. An integral part of this process is the research of financial products that provide a good fit for each unique circumstance. Clients are advised to have a plan in place first and purchase financial products last, to be sure that liabilities are covered and assets are managed well.

"Many companies today are sales-oriented. I designed this company to be a professional service firm, to serve clients over the long-term, and meet their changing needs," said Joel P. Smith, III, company founder. Joel formed the company to improve clients' lives through education in good stewardship and providing wisdom in financial management to enhance wealth and freedom from financial fears.

For more information on how you can attain wealth and abundance, security and freedom, contact us today.