- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Wheaton, IL 60187
Mark Smith is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
After obtaining the Financial Planning certificate at Northwestern University, Mark sat for and passed the comprehensive 2-day, 10 hour CFP® examination and received his CFP® certification.
During his banking years Mark also obtained educational training in diverse financial topics such as Mergers & Acquisitions, options, commodities and trained for and passed several securities exams. Smith Financial Advisors is a Registered Investment Advisor.
Mark enjoys general aviation as a hobby and is an instrument rated private pilot. He also owns a 1930 Packard Roadster which has undergone a complete restoration. He resides in Wheaton with his wife Nancy.
Financial Planning Certificate - Northwestern University
MBA - Finance and Accounting - J.L.Kellogg Graduate School of Management
BA - Physics - St. Mary’s University of Minnesota