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Mark Smith with M.J. Smith & Associates receives Financial Times Top Advisors

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Mark Smith with M.J. Smith & Associates receives Barron's Top 1200 Advisors

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Introducing wealthpath™ from M.J. Smith & Associates

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, October 18, 2017

wealthpath from M.J. Smith & AssociatesIt’s no secret that technology is disrupting many industries around the world. For financial advisors, so-called “robo-advice” has been at the center of attention for about five years. Companies like Betterment, Wealthfront and others originally helped to pioneer the concept of automated advice, using algorithms to help consumers choose investments for retirement. However, even those companies are realizing these days that the human touch is still necessary for most investor relationships.

At M.J. Smith & Associates, we recognize that some investors prefer some of the benefits on online investing, but would also welcome guidance from a fiduciary financial advisor on occasion. That’s why we’re pleased to announce the launch of wealthpath, a new service that combines the convenience and cost-efficiency of digital index investing with the comfort of having access to an experienced financial advisor who can answer questions or provide assistance. We developed this hybrid approach to financial advice for both entry-level investors who are rapidly accumulating wealth, as well as for seasoned investors seeking a low-cost platform with occasional access to an investment professional.

 

 

You can access wealthpath for as little as $100,000 through the M.J. Smith & Associates website menu, or visit www.startmywealthpath.com to access the wealthpath microsite directly. We’re excited about this opportunity not only leverage technology, but also bring more people along on the journey toward holistic financial planning as their needs grow more complex. Let us know what you think!

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