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Delivering Uncommon Care & Service

In today’s fast-paced and technology-driven world, it can be hard to remember what truly personalized service feels like. Client care that leaves you feeling confident that your financial well-being is in the capable hands of someone who takes it just as seriously as you do.

We believe our strong partnerships with our clients are made possible by combining the knowledgeable guidance and expertise they need with consistent and tailored service. In the personal business of helping you manage your wealth, you deserve to rest assured that your best interests always come first.

Delivering Uncommon Care & Service

Pave Your Financial Journey with Personalized, Responsive Service at Every Step of the Way.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.


  • -Alternative Investments-
  • -Cash Management-
  • -College Plan Savings-
  • -Corporate Retirement Plan Consultation-
  • -Estate, Charitable Giving & Trust-
  • -Financial Planning-
  • -Portfolio Management-
  • -Prime Brokerage & Custody Services-
  • -Risk Management-
  • -Socially Responsible Investing-

Pave Your Journey

WORK WITH US

Contact Us For A Complimentary Portfolio Review.


If you’ve never had a financial advisor before, it might seem a little daunting when you first sit down together. Here at Glen D. Smith & Associates, we take the worry out of investment planning by offering a complimentary portfolio review. All it takes is a little time to evaluate the hidden potential of your assets. Take a look at our 6-step financial planning process.

Work With Us

Financial
Insights

Financial Insights

LET'S GET STARTED

Solely focused on working on behalf of your financial goals & well-being.

Take the first step to securing your financial future.

TAKE THE FIRST STEP TO SECURING YOUR FINANCIAL FUTURE

Solely focused on working on behalf of your financial goals & well-being.

LET'S GET STARTED

Solely focused on working on behalf of your financial goals & well-being.

Take the first step to securing your financial future.