How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Martin A. Smith, CRPC®, AIFA®
Founder & President
(678) 716-9357
In addition to being a personal finance blogger, Martin is a proud alumnus of Howard University and a 25+ year veteran in the financial services industry with a focus on retirement planning, investment management, and fiduciary...
Tariq A. Khan
Financial Advisor
Sean Chrysostom
Financial Advisor
David D. Collins
Financial Advisor
Chris London
Life & Health Insurance Agent
Marcus L. Ward
Life & Health Insurance Agent
Build Your Investment Strategy With Riskalyze
Riskalyze is award-winning technology that qualifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. With Riskalyze, you define your risk number, align your portfolio, and define your retirement goals.