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


Times Top 400


2013, 2014,



Top 250



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


Top 1200



Our commentary on the latest financial news happening nationally as well as right here in Denver, Colorado.

MJS Blog


MJS Blog

The Value of Discipline, Perspective, and Calm

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, May 9, 2018

I have a few questions for you.  If you currently work with a financial advisor, how do you primarily measure the value you receive from him/her?  If you do not work with an advisor now, what would be the number one benefit you would expect from him/her?




Financial Preparedness and Planning for Your Future

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, May 2, 2018

As we wrap up National Financial Literacy Month in April, we thought it would be a good time to talk through a few things to keep in mind for healthy financial planning. Financial wellness is so important for not only those that are currently working and/or thinking about retirement, but also...


Tax Day and Beyond

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, April 17, 2018

Now that the 2017 Tax Day is behind us, it’s time to check back in on what we can expect for taxes moving forward.


Medicare Resources

Drew Barnes, CFP® and Drew Harper CFA, CFP® - Wednesday, April 11, 2018

As comprehensive wealth managers, we seek to provide advice for all of our clients’ needs.  We acknowledge we cannot be knowledgeable in every area, which is why we partner with outside professionals to ensure that our clients have access to the best services on the market today.  In the case of...


Resiliency through Stock Market Volatility

Mark Smith, CFP®, CPA/PFS, CIMA® - Wednesday, April 4, 2018

There’s no doubt that the first part of 2018 has brought some market fluctuation in stock indexes. During these periods of unpredictability, many people can begin to have uncertainty about their strategies for investments. 


The Team Behind the Barron’s 2018 Top 1200 Advisor Ranking

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, March 27, 2018

Just this month, I had the pleasure of finding out that Barron’s once again recognized me as one of America’s Top 1,200 Financial Advisors in the U.S. – marking this the 11th consecutive year being named to the national list, and second year in a row for being ranked fourth in the state of...


Not Yet Ready to Retire?  Here’s How You Can Prepare

Drew Harper, CFP®, CFA - Tuesday, March 13, 2018

We all tend to focus on the traditional age of 65 to retire, and your financial portfolio becomes a critical part of your well-being and stability in order to do so.   But, what if you are simply not yet ready for retirement at this age? 


Why Donating Your RMD Can Be a Win-Win

Hannah Near, CPA - Wednesday, February 21, 2018

Now that tax season is in full swing, we would like to remind you of a potential tax saving opportunity for your Required Minimum Distribution.


What Starbucks and Financial Planning Have in Common

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, February 13, 2018

We all know that coffee is typically an integral start to any day – and when you ask people how they like their coffee, there are frequently many different answers and preferences.   


The Stock Market Rise and Subsequent Drop – Concern or Opportunity?

Mark Smith, CFP®, CPA/PFS, CIMA® - Tuesday, February 6, 2018

The age-old discussion of the stock market rise and drop is something that has been analyzed and talked about for years.  And as we’ve seen in recent weeks, it has created headlines on almost all major news outlets again.


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