Michael Smith

Michael H. Smith, MSFP, CFP®, CRPC®, AWMA®


Michael H. Smith joins our team as a Senior Wealth Manager, bringing a wealth of experience and exactitude to bear on client relationships. Mike has been helping individuals and families plan their financial future since 2001. He prides himself on building meaningful, trusting client relationships. His educational and professional experience has uniquely equipped him in helping high net worth individuals and families with their retirement planning.

Michael has earned both a Master of Science degree in Personal Financial Planning (MSFP) and the CERTIFIED FINANCIAL PLANNER™(CFP®) designation. In addition, he has earned the Accredited Wealth Manager Advisor (AWMA®) and the Chartered Retirement Planning Counselor (CRPC®) designations that provide him with the knowledge to address client pre- and post- retirement needs.

Throughout Michael’s career, he has been fortunate to gain professional experience from three different employer perspectives: a large global money manager, a private bank and a boutique financial planning firm. It was at these three financial institutions where Michael was able to hone his client servicing and financial planning skills.