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Home > Financial Services > Accountants > Mark Smith, CPA
Mark Smith, CPA
Mark Smith has been a certified public accountant in public practice since 1973. He received his designation as a Personal Financial Specialist and began portfolio management in 1995. The PFS designation is awarded to CPAs who have met the necessary financial planning experience requirements and have passed an examination testing knowledge in the various facets of financial planning. He became a registered investment advisor in 1997 and established his advisory firm, Mark Smith Financial Services in that same year.
Mark Smith is a Registered Investment Advisor, Certified Public Accountant and Personal Financial Specialist. Through Mark Smith Financial Services they do portfolio investment management on a fee only basis, meaning that they do not receive any commissions on the investments that they buy or sell.
The Company is paid for their services directly by their clients. There is no potential conflict that can arise by being compensated based on transactions or being compensated by the source of the investments. Since the client pays for their service, their only wish is to grow their portfolio and help them realize their financial goals.
They use the approach like determine a target rate of return for the portfolio, based on a financial plan or risk tolerance assessment, or both. In addition, constantly monitor and rebalance the portfolio to keep it in line with their plans and goals.
Investment advisory and portfolio management services using no load mutual funds are done on a fee only basis through their registered investment adviser firm Mark Smith Financial Services.
They believe in the power of strong client relationships and getting to know the people they serve. Their guiding principles are the underlying foundation to their success and are listed below. Their clients are their purpose. They provide an array of financial and tax services that allow their clients to understand their financial position, maintain accounting standards, and set and achieve financial goals.
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