We’re sincere. We’re genuine. We're here to help you be confident. -To help you with financial independence.

As an independent financial advisory firm, we forge deep, personal relationships with our clients. We know you want financial clarity, financial independence, and an improved quality of life. We know you have complex financial needs that require customized guidance and personalized advice.

At our firm, we have the client—and only the client—in mind.

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

(973) 252-2433


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...

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Elke Dyminski

Executive Assistant

(973) 252-2433


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. 

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Client Centered

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.