SFS is an independent registered investment advisory firm. To put it in plain terms, we work for our clients, no one else. We are in a position to ...Read More >
SFS is an independent registered investment advisory firm. To put it in plain terms, we work for our clients, no one else. We are in a position to always put our client's needs first. All of our services are client driven.
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Independence allows our wealth managers to implement our financial plans, retirement plans, and income distribution plans using ...Read More >
Independence allows our wealth managers to implement our financial plans, retirement plans, and income distribution plans using the investment solutions that best meet each client's needs, risk tolerance, and goals. We are never in a position to sell a product we do not believe best serves the needs of our clients.
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Smedley Financial Services (SFS) offers a consultative approach. We tailor our services around your personal values and ...Read More >
Smedley Financial Services (SFS) offers a consultative approach. We tailor our services around your personal values and financial goals. Our investment recommendations center around four planning cornerstones, wealth enhancement, wealth protection, wealth transfer, and charitable gifting.
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SFS wealth managers apply a consultative approach to all aspects of planning. This client driven approach assures that ...Read More >
SFS wealth managers apply a consultative approach to all aspects of planning. This client driven approach assures that all planning is tailored to meet each client's specific values, goals, and needs.
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Choosing an advisor is much like choosing a dentist, physician, attorney or Certified Public Accountant (CPA). First you should...Read More >
Choosing an advisor is much like choosing a dentist, physician, attorney or Certified Public Accountant (CPA). First you should choose someone that mirrors your personal goals, attitudes, and values. Working with someone who makes you feel comfortable will make your wealth management experience more productive.
A Private Wealth Manager who focuses on your personal goals and values will be better able to construct a plan that directs you on a course designed to reach your financial destination. It is important to choose a Private Wealth Manager who holds himself or herself to the highest level of ethical standards. This is often reflected by the credentials or designations which that Wealth Manager holds. A clean regulatory record is not just important, it is critical. A clean regulatory record speaks to the integrity of your Wealth Manager.
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A Wealth Manager with credentials demonstrates the importance he or she places on increasing their knowledge and staying on top of...Read More >
A Wealth Manager with credentials demonstrates the importance he or she places on increasing their knowledge and staying on top of current changes that affect their ability to deliver clear, accurate and concise advice.
Before obtaining many designations, the applicant must demonstrate the required education and industry experience. Once a designation has been earned, the recipient must adhere to a strict code of conduct and ethics. In many cases, annual continuing education is required.
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A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others ...Read More >
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