The financial planners at Smith Asset Management, Inc. provide a wealth of portfolio management and asset allocation guidance to clients throughout Pennsylvania and New Jersey. If you live in any of the following areas or ZIP codes, and you need advice on matters such as IRA rollover accounts, 401(k) distributions, general asset management or retirement plans, contact us today.

MERCER COUNTY NJ

East Windsor
Ewing
Ewing
Ewing
Ewing
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton
Hamilton Sq
Hamilton Square
Hightstown
Hopewell
Lawrence
Lawrence Township
Lawrence Twp
Lawrenceville

08520
08560
08618
08628
08638
08609
08610
08611
08619
08620
08629
08650
08690
08691
08690
08690
08520
08525
08648
08648
08648
08648

Mercerville
Pennington
Princeton
Princeton
Princeton
Princeton
Princeton
Princeton Jct
Princeton Junction
Robbinsville
Titusville
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton

08619
08534
08540
08541
08542
08543
08544
08550
08550
08691
08560
08601
08602
08603
08604
08605
08606
08607
08608
08609
08610

Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
Trenton
West Trenton
West Windsor
Windsor
Yardville

08611
08618
08619
08620
08625
08628
08629
08638
08645
08646
08647
08648
08650
08666
08690
08691
08695
08628
08550
08561
08620

MIDDLESEX COUNTY

Avenel
Carteret
Colonia
Cranbury
Dayton
Dunellen
E Brunswick
East Brunswick
East Windsor
Edison
Edison
Edison
Edison
Edison
Fords
Green Brook
Helmetta
Highland Park
Hopelawn
Iselin
Jamesburg

07001
07008
07067
08512
08810
08812
08816
08816
08512
08817
08818
08820
08837
08899
08863
08812
08828
08904
08861
08830
08831

Keasbey
Kendall Park
Laurence Harbor
Laurence Hbr
Metuchen
Middlesex
Milltown
Monmouth Jct
Monmouth Junction
Monroe
Monroe Township
Monroe Twp
N Brunswick
New Brunswick
New Brunswick
New Brunswick
New Brunswick
New Brunswick
New Brunswick
New Brunswick
New Brunswick

08832
08824
08879
08879
08840
08846
08850
08852
08852
08831
08831
08831
08902
08901
08902
08903
08904
08905
08906
08922
08933

New Brunswick
New Brunswick
North Brunswick
Old Bridge
Parlin
Perth Amboy
Perth Amboy
Perth Amboy
Piscataway
Piscataway
Plainsboro
Port Reading
S Plainfield
Sayreville
Sayreville
Sewaren
South Amboy
South Plainfield
South River
Spotswood
Woodbridge

08988
08989
08902
08857
08859
08861
08862
08863
08854
08855
08536
07064
07080
08871
08872
07077
08879
07080
08882
08884
07095

MONMOUTH COUNTY, NJ

Aberdeen
Adelphia
Allenhurst
Allentown
Allenwood
Asbury Park
Atlantic Highlands
Atlantic Hlds
Avon by Sea
Avon by the Sea
Belford
Belmar
Belmar
Bradley Beach
Brielle
Clarksburg
Cliffwood
Colts Neck
Cream Ridge
Deal
Eatontown
Eatontown
Englishtown
Fair Haven
Farmingdale
Fort Hancock
Fort Monmouth
Freehold
Hazlet
Highlands
Holmdel
Howell
Imlaystown

07747
07710
07711
08501
08720
07712
07716
07716
07717
07717
07718
07715
07719
07720
08730
08510
07721
07722
08514
07723
07724
07799
07726
07704
07727
07732
07703
07728
07730
07732
07733
07731
08526

Interlaken
Keansburg
Keyport
Lake Como
Leonardo
Lincroft
Little Silver
Loch Arbour
Locust
Long Branch
Manalapan
Manasquan
Marlboro
Matawan
Middletown
Millstone Township
Millstone Township
Millstone Twp
Millstone Twp
Monmouth Bch
Monmouth Beach
Morganville
N Middletown
Navesink
Neptune
Neptune
Neptune City
New Monmouth
North Middletown
Oakhurst
Ocean
Ocean Grove

07712
07734
07735
07719
07737
07738
07739
07711
07760
07740
07726
08736
07746
07747
07748
08510
08535
08510
08535
07750
07750
07751
07748
07752
07753
07754
07753
07748
07748
07755
07712
07756

Oceanport
Perrineville
Port Monmouth
Red Bank
Red Bank
Red Bank
Red Bank
Red Bank
Roosevelt
Rumson
Sandy Hook
Sea Bright
Sea Girt
Shrewsbury
Spring Lake
Tennent
Tinton Falls
Tinton Falls
Tinton Falls
Tinton Falls
Tinton Falls
Union Beach
W Allenhurst
W Long Branch
Wall
Wall Township
Wall Township
Wall Township
Wall Township
West Allenhurst
West Long Branch
Wickatunk

07757
08535
07758
07701
07702
07703
07704
07709
08555
07760
07732
07760
08750
07702
07762
07763
07701
07712
07724
07727
07753
07735
07711
07764
07719
07719
07727
07731
07753
07711
07764
07765

BURLINGTON COUNTY NJ

Beverly
Birmingham
Bordentown
Browns Mills
Burlington
Burlington City
Burlington Township
Burlngtn City
Burlngtn TWP
Chatsworth
Chesterfield
Cinnaminson
Columbus
Cookstown
Crosswicks
Delanco
Delran
Eastamptn Twp
Eastampton
Eastampton Township

08010
08011
08505
08015
08016
08016
08016
08016
08016
08019
08515
08077
08022
08511
08515
08075
08075
08060
08060
08060

Edgewater Park
Edgewater Prk
Evesham
Fieldsboro
Florence
Fort Dix
Hainesport
Hainesport Township
Hainesprt Twp
Jobstown
Juliustown
Lumberton
Lumberton Township
Lumberton Twp
Maple Shade
Marlton
Mc Guire AFB
Medford
Medford Lakes
Moorestown

08010
08010
08053
08505
08518
08640
08036
08036
08036
08041
08042
08048
08048
08048
08052
08053
08641
08055
08055
08057

Mount Holly
Mount Laurel
New Gretna
New Lisbon
Palmyra
Pemberton
Rancocas
Riverside
Riverton
Riverton
Roebling
Shamong
Southampton
Tabernacle
Trenton
Vincentown
Westampton
Willingboro
Wrightstown

08060
08054
08224
08064
08065
08068
08073
08075
08076
08077
08554
08088
08088
08088
08641
08088
08060
08046
08562

BUCKS COUNTY PA

Andalusia
Bedminster
Bensalem
Bensalem
Blooming Glen
Bristol
Buckingham
Carversville
Chalfont
Churchville
Cornwells Heights
Cornwells Hts
Croydon
Danboro
Doylestown
Doylestown
Doylestown
Dublin
Durham
Eddington
Edgely
Erwinna
Fairless Hills
Fairless Hls
Fallsington
Feasterville Trevose
Ferndale
Forest Grove
Fort Washington
Fort Washington
Fountainville
Fstrvl Trvose
Ft Washington
Ft Washington
Furlong
Gardenville
George School

19020
18910
19020
19021
18911
19007
18912
18913
18914
18966
19020
19020
19021
18916
18901
18902
18933
18917
18039
19020
19007
18920
19030
19030
19054
19053
18921
18922
19048
19049
18923
19053
19048
19049
18925
18926
18940

Hartsville
Hilltown
Holicong
Holland
Hulmeville
Ivyland
Jamison
Kintnersville
Lahaska
Langhorne
Langhorne
Levittown
Levittown
Levittown
Levittown
Levittown
Line Lexington
Line Lxngtn
Lumberville
Mechanicsville
Mechanicsvlle
Milford Sq
Milford Square
Morrisville
New Britain
New Hope
Newportville
Newtown
Oakford
Ottsville
Penndel
Penns Park
Perkasie
Pineville
Pipersville
Plumsteadville
Plumsteadvlle

18974
18927
18928
18966
19047
18974
18929
18930
18931
19047
19053
19054
19055
19056
19057
19058
18932
18932
18933
18934
18934
18935
18935
19067
18901
18938
19056
18940
19053
18942
19047
18943
18944
18946
18947
18949
18949

Point Pleasant
Pt Pleasant
Quakertown
Revere
Richboro
Richlandtown
Riegelsville
Rushland
Sellersville
Silverdale
Solebury
Southampton
Southampton
Spinnerstown
Springtown
Trevose
Trumbauersville
Trumbaursvlle
Tullytown
Upper Black Eddy
Upper Holland
Upper Holland
Upper Makefield
Uppr Blck Edy
Upr Makefield
Warminster
Warminster
Warrington
Warwick
Washington Crossing
Washington Xing
West Bristol
Wshngtn Xing
Wycombe
Yardley
Zionhill

18950
18950
18951
18953
18954
18955
18077
18956
18960
18962
18963
18954
18966
18968
18081
19053
18970
18970
19007
18972
19047
19053
18940
18972
18940
18974
18991
18976
18974
18977
18977
19007
18977
18980
19067
18981

DELAWARE COUNTY

Aldan
Aston
Boothwyn
Boothwyn
Brookhaven
Broomall
Bryn Mawr
Chadds Ford
Chester
Chester
Chester
Chester
Chester
Chester Heights
Chester Hts
Chester Township
Chester Twp
Chesterbrook
Cheyney
Clifton Heights
Clifton Hts
Collingdale
Concordville
Concordville
Concordville
Crum Lynne
Darby
Drexel Hill
E Lansdowne
East Lansdowne
Eddystone
Eddystone
Edgemont
Elwyn
Essington
Folcroft
Folsom

19018
19014
19060
19061
19015
19008
19010
19317
19013
19014
19015
19016
19022
19017
19017
19013
19013
19087
19319
19018
19018
19023
19331
19339
19340
19022
19023
19026
19050
19050
19013
19022
19028
19063
19029
19032
19033

Garden City
Garnet Valley
Garnet Valley
Glen Mills
Glen Rdl Lima
Glen Riddle
Glen Riddle
Glen Riddle Lima
Glenolden
Gradyville
Havertown
Holmes
Holmes
Lansdowne
Lenni
Lester
Lima
Linwood
Manoa
Marcus Hook
Marcus Hook
Media
Media
Media
Milmont Park
Morton
Moylan
Newtown Sq
Newtown Square
Norwood
Ogden
Phila
Philadelphia
Pilgrim Gardens
Pilgrim Gdns
Primos

19063
19060
19061
19342
19037
19037
19063
19037
19036
19039
19083
19043
19098
19050
19052
19029
19037
19061
19083
19060
19061
19063
19065
19091
19033
19070
19065
19073
19073
19074
19061
19113
19113
19026
19026
19018

Primos Secane
Prospect Park
Radnor
Radnor
Radnor
Radnor
Radnor
Ridley
Ridley Park
Rose Valley
Rose Valley
Rutledge
Saint Davids
Secane
Sharon Hill
Springfield
St Davids
Strafford
Swarthmore
Thornton
Trainer
Upper Chichester
Upper Chichester
Upper Chichester
Upper Darby
Uppr Chichstr
Uppr Chichstr
Uppr Chichstr
Villanova
Wallingford
Wayne
Wayne
Wayne
Wayne
Woodlyn
Yeadon

19018
19076
19008
19080
19087
19088
19089
19070
19078
19063
19086
19070
19087
19018
19079
19064
19087
19087
19081
19373
19061
19013
19014
19061
19082
19013
19014
19061
19085
19086
19080
19087
19088
19089
19094
19050

Annual fees for Investment Advisory Services are based on assets under management and are calculated using the following schedule:

  • Fixed Income and Cash Equivalents 1/4 of 1% of their market value
  • Equities 3/4 of 1% of their market value

Fees for investment consulting services are based on our hourly rate in effect.

 

Take advantage of a special limited-time offer from Charles Schwab & Co., Inc. ("Schwab") - when you move your assets to our firm's management and become a new-to-Schwab client by December 31, 2009, receive commission-free electronic equity trades and a reimbursement of account transfer fees through June 30, 2010. Contact us for details. Next