Mark  Smith

Mark Smith

| CFP®

Smith Financial Advisors Inc.

Fee Only Financial Planner Located in Wheaton, IL and Serving Clients Nationwide

Specialties

  • 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

Visit Us

1755 S. Naperville Road
Ste 100
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?

Mark has over 30 years experience in financial services including Mergers & Acquisitions, Investment Banking and traditional Commercial Banking activities at Bank One.  Prior to obtaining his Financial Planning Certificate at Northwestern University, Mark was a Managing Director in the Mergers & Acquisitions Department of Bank One Capital Markets.  In that capacity Mark provided financial advisory services to management of small and large corporate customers of the Bank.

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.

Education:
Financial Planning Certificate - Northwestern University

MBA - Finance and Accounting - J.L.Kellogg Graduate School of Management

BA - Physics - St. Mary’s University of Minnesota