Smith Asset Management, Inc. is an independent, fee based financial advisor that works with individuals and corporations. We were founded in 1997, based on the principles that quality investment advisory services can be provided at reasonable rates, and that the welfare of our clients is paramount. Our clients appreciate our expertise in matters like private wealth management and investment consulting, and because of the personal relationships we share with them.
Based in Yardley -- the heart of Bucks County, PA -- Smith Asset Management is registered to provide investment advisory services in both Pennsylvania and New Jersey. Clients typically engage us for counsel regarding asset management and investments in their personal accounts. We also provide guidance for their holdings in qualified plans, including 401(k)s, 403(b), pension and profit sharing plans as well as IRAs, Roth IRAs, or rollovers and distributions from those plans. (see Services and Fees for more info)
We offer our investment advisory services at competitive rates , owing to our internal cost controls. These measures allow us to pass savings on to our clients while providing high-quality personal investment advice. We're financial planning consultants who truly understand the need to make every dollar count.
We invite you to explore this site, to learn more about Smith Asset Management and become comfortable with our firm. Then, contact us to learn how you can benefit from our high quality, cost-effective, and award-winning investment services.