We are an independent fee-only investment management and financial planning firm

Owner, Denise Smith has over 20 years of experience and is a Certified Financial Planner®, Certified Public Accountant, and NAPFA Registered Investment Adviser.

We are strictly fee-only. We sell no financial products and receive no commissions or third party compensation. Our only source of income is from our clients who compensate us for unbiased investment management and financial planning advice.

Wealth Management

We are accepting new clients for our Wealth Management Service.

Please review our website and if our services match your needs, please call or e-mail to schedule an interview with Denise Smith.

Why Financial Planning Office?

You'll have a caring and experienced financial adviser watching over your portfolio. Your financial plan will be carefully reviewed every year. But most importantly, you'll have peace of mind.

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Fee Only

Our fee-only approach means you will always receive objective and independent advice.

Our fees compete with, and usually beat, many other firms in the industry.
Denise Smith, CPA, CFP ®,
Owner of Financial Planning Office
"In my experience, the brightest advisers are frequently found at smaller financial planning shops. Often those advisers don't accept commissions and instead charge by hour or levy an annual fee based on the size of the client's account."
Jonathan Clements,
Wall Street Journal
"...My choice would be a Fee-Only planner..."
Jane Bryant Quinn,
Financial Planning Blog

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