Our Firm Philosophy

Financial Planning and Wealth Management Services for Life

Marmaras & Smith, LLC, is a caring group of investment and financial services professionals.  Dedicated to working with individuals, small business, corporate and professional clients, we are a client-focused firm committed to providing quality advice and guidance, prompt service, and good communication.  With a strong commitment to ethics as well as caring, conscientious work habits, our firm provides financial planning and wealth management services and has time-tested experience working for people who:

• Have lost a loved one.
• Face job or career changes.
• Plan to retire from corporate America, public or private schools, as well as other professions. 
• Work as school teachers or administrators.
• Own their own small businesses or are independent contractors.
• Are faced with lump-sum distribution, inheritance, or financial windfall and investment decisions to analyze.
• Are newly married or who are beginning their careers.

We provide comprehensive financial planning services that focus on a client's unique circumstances, goals, and current financial situation.  The planning process involves getting to know our clients through discussion, question and answer, and developing a comprehensive plan with detailed written recommendations. We like to say we focus on providing financial education: we work to educate, inform and explain options and strategies as we build a financial plan with our clients. We have a broad scope of expertise and have counseled to individuals and businesses regarding:

• Retirement Planning
• Investments
• Taxation
• Employee Benefits and Group Insurances
• Stock Options
• Education Planning
• Pensions and Qualified Plans, including 401(k)
• Estate and Trust Planning

Our principal partners are involved in professional organizations and volunteer in various civic and community service activities.  Clients come to us primarily through referrals from existing clients and co-professionals such as CPAs and estate planning attorneys. Marmaras & Smith, LLC, is a Registered Investment Advisor, financial planning practice and small business. We are a service organization, and we highly value our relationships with clients, co-professionals and the community at large.  We are proud that our clients financial concerns are our first priority.