Welcome!

Do you have questions about managing your investments and financial planning?

Then you are in the right place. At SMEAC Financial I provide financial advisory services for individuals, families, small businesses and more including portfolio management, financial planning, and additional financial advice as necessary.

What does SMEAC stand for?

Situation

Mission

Execution

Administration

Communication

About SMEAC Financial LLC

I founded SMEAC Financial in 2020. I have over 40 years of experience in the financial services industry beginning with Merrill Lynch in 1980 and most recently with Wells Fargo Advisors. Prior to that I was an officer in the United States Marine Corps and am a Vietnam veteran.

There is no time better than now to begin your financial journey!

When it comes to your money, you need to play it smart. What could be smarter than a staunch team of experts advising you on the best investment opportunities? That’s what ! do at SMEAC, and for lower rates than our competitors! If you’re paying way too much for your financial advisor, it’s time to switch to SMEAC!

Get the help of a financial advisor, whether you're an individual or a businessman. Take care of your finances.

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