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 and portfolio investment management services 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.

Joseph Smith is the Founder of JAS Financial Services located in Evanston, IL.


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


I was fortunate to have had the training and experience as a field agent of the Internal Revenue Service while attending law school. My training and experience in the tax departments of National CPA firms provided the foundation to establish a full-service CPA.


I formed JAS Financial Services, LLC in January 2009 after selling my CPA firm and moving to Chicago. This firm restricts its services to financial planning and investment management. My passion continues to be helping my clients. 

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

The National Association of Personal Financial Advisors (NAPFA) is a 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.

We 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

  • National Association of Personal Financial Advisors (NAPFA)
    Joseph Smith is a NAPFA-Registered Financial Advisor

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

  • CPA - Certified Public Accountant
    Joseph Smith is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Joseph Smith is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • AEP - Accredited Estate Planner
    Joseph Smith is an Accredited Estate Planner® (AEP®)

    Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

Contact Joseph Smith

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser