Joseph Smith

CPA/PFS, JD, AEP®

JAS Financial Services, LLC

Member

Joseph Smith

CPA/PFS, JD, AEP®

JAS Financial Services, LLC

Member

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joseph Smith, CPA/PFS, JD, AEP®

Fee-Only Financial Advisor serving the Chicago, IL area

Joseph Smith is a Evanston, IL fee-only financial planner. JAS Financial Services, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Smith is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I am a graduate of Miami University with a major in accounting.  My Juris Doctor Degree was earned from Cleveland-Marshall College of Law at Cleveland State University. 

My experience includes:  Internal Revenue Service as a field agent ,while attending law school; tax positions at national CPA firms; and Founder of a full services CPA firm.

Continuing education incudes;  seminars, conferences, reading, etc. 

JAS Financial Services, LLC was founded in January 2009. It evolved from my experiences and education.   Planning has always been my primary focus. When I moved to the Chicago area after selling my CPA firm, I decided to limit my services to fee-only financial planning and investment management.

I collaborate with my clients and their professionals to provide personalized services provided.  The first step in every engagement is to get to know my clients. Understanding the client including their needs, wants, wishes and concerns and comfort with investment risk are some of the factors used to tailor servics to their unique situation.  The process includes helping  clients  recognizing their goals, priorities and alternatives.
 

Joseph Smith is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

At JAS Financial Services, we focus on the specific needs of each client.  

  • Your priorities come first: Your financial goals (needs, wants and wishes) become our goals.
  • We are able to work with any size client with no limitations on assets or net worth.
  • You will know upfront what the fees for our services will be.
  • Our clients determine the level of service they want from consulting, financial planning, investment management and wealth planning. 

As Fee-Only Advisors, you never have to question what is behind our recommendations.  We do not sell products or accept referral fees.  That means that our advice and recommendations are tailored with your financial goals as the primary factor.  Your interests always come first.

We believe that everyone can benefit from objective, professional financial advice.  This applies  to answering one question , investment management, creating a lifelong financial plan or a second opinion.

I have over 30 years experience in providing professional financial advice and helping individuals, families and businesses, achieve their financial goals.

We are ready to help you to reach your financial ambitions.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Broad-based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Fees are determined and agreed before services are provided
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Joseph Smith

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Office Locations:

  • 1603 Orrington Ave
    Suite 600
    Evanston, IL 60201
  • 790 West Frontage Rd.
    Northbrook, IL 60093

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