Michael (Mike) Smith

Associate Vice President, Wealth Advisor & Investment Portfolio Manager
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Areas of Expertise

Tax Strategies
Retirement Planning

Qualifications & Experience

  • 25 years of experience in investment advisory and the financial planning industry
  • BS in Engineering Management, United States Military Academy
Schedule AN APPOINTMENTYour Wealth Portal
St. Augustine, FL

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Words to Live By

Life is a storm, my young friend. You will bask in the sunlight one moment, be shattered on the rocks the next. What makes you a man is what you do when that storm comes.
Alexandre Dumas, The Count of Monte Cristo

Client Experience Professionals

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Team Members

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About

With more than 25 years of experience serving families, entrepreneurs, executives, and physicians, Mike Smith is dedicated to assisting retired and soon-to-be retired government employees in crafting robust retirement income plans, setting them up for continued financial security long after they leave the workforce.

With in-depth knowledge of the FERS pension program, federal health benefits, Medicare, and the Thrift Savings Plan, Mike considers himself an expert in “reading the fine print” and guiding pre-retirees through the complexities of these systems to secure optimal benefits. 

Mike is an avid golfer, pool (billiards) enthusiast, and New Orleans Saints fan. You might spot him at a nearby park, food and wine tasting, or a local beachside watering hole enjoying a Maker’s Mark on the rocks.

Tax Strategies
Retirement Planning