After 30+ years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We’re confident that our understanding of personal finance, coupled with our training as financial professionals, can help you pursue financial independence.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Keith Smith
Wealth Strategist
Keith Smith has been helping people navigate the financial landscape since 1989. As the Owner and Wealth Strategist at Smith & Associates, Keith is part teacher, part problem-solver. His sole mission is to teach his clients about...
Elke Dyminski
Executive Assistant
Elke Dyminski is the Executive Assistant at Smith & Associates. In addition to keeping the office running like a well-oiled machine, she also serves as Keith’s right hand.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.