Michael Smitwick
CFA®, CPA, MBA
Meyer Capital Group
Portfolio Manager
Michael Smitwick
CFA®, CPA, MBA
Meyer Capital Group
Portfolio Manager
Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future. - Michael Smitwick, CFA®, CPA, MBA
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Michael Smitwick is a Marlton, NJ fee-only financial advisor serving clients locally and across the country. Meyer Capital Group specializes in comprehensive financial planning and investment management, including sustainable investing, to help professionals, women, families, non-profits and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Smitwick is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Smithwick is a Portfolio Manager, working with clients to create individual investment strategies based on financial objectives and risk tolerance. He manages all aspects of client portfolios and is responsible for the development and implementation of the firm’s sustainable investment strategy. As a member of Meyer Capital Group’s Investment Committee, Michael conducts investment manager research and due diligence and implements risk management and fiduciary best practices.
Michael has extensive industry experience through previous employment with Ashland, Inc., GlaxoSmithKline and PricewaterhouseCoopers. He is a CFA® charterholder and CPA and is a member of the CFA® Institute, the American Institute of Certified Public Accountants and the National Association of Personal Financial Advisors (NAPFA). Michael has also earned a Master of Business Administration in Finance with a concentration in Investment Management from Drexel University and a Bachelor of Science in Accounting from Rutgers University.
Michael enjoys attending his children’s sporting events and volunteering at his church. He also enjoys, hiking, exercising and reading. Michael and his family work hard to care for the environment and support companies that do the same. He incorporates these principals into his professional life by educating people on and managing sustainable investment portfolios.
Michael Smitwick 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.
Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.
Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.
During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.
Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.
"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future." - Thomas C. Meyer
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive 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
- Socially Conscious Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Michael Smitwick is a NAPFA AssociateThe 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.
-
Michael Smitwick is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
-
Michael Smitwick is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
-
Michael Smitwick is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
Meyer Capital Group (Thomas Meyer) is Named by Barron's as One of America's Top 1,200 Financial Advisors
-
FA 100: CNBC ranks the top-rated financial advisory firms of 2020 and Meyer Captial Group Makes the List
-
Meyer Capital Group Names to Financial Times Top 300 Registered Investment Advisers in 2020
Contact Michael Smitwick
Office Locations:
-
525 Route 73 North
Suite 312
Marlton, NJ 08053
