Our Philosophy

As a Registered Investment Advisor company, Joel Smith & Associates, LLC has fiduciary responsibility to put client needs first, which is its' main priority.  Through comprehensive data gathering, the company helps clients determine their unique circumstances and needs, and then tailors a customized plan to address the specific issues and goals.  From 401(K) plans and employer benefits to individual and family planning, Joel Smith & Associates, LLC delivers independent, sound, objective counsel.

Our company has no products of its own and has no obligations to any financial companies or products.  Joel Smith & Associates, LLC partners with top national custodians to offer a variety of services from fee-only investment accounts 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.

Joel Smith & Associates, LLC 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, needs and unique circumstances.  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.