Our Team
PROFESSIONAL STAFF
Michael Smith is founder and owner of Smith Financial Group, where clients receive professional guidance and tailored solutions to meet their unique financial services needs. With a caring approach to the needs of individuals, Michael has been helping clients secure their financial futures for nearly two decades. Michael and his staff at Smith Financial Group give clients confidence and peace of mind in uncertain times by setting goals, implementing solutions and providing ongoing reviews as life and circumstances change.
As a former owner and Managing Director of a number of emerging and successful businesses, Michael brings a unique perspective to financial planning. His experience spans both Wall Street and the technology industry, working with small entrepreneurial firms to some of the most recognizable large companies in the world.
Michael and his family have lived in Texas for over 20 years, with the last 16 in Austin. He and his wife Kelly have raised four children. Kelly owns and manages her own small business in Cedar Park. Michael is a leader in his local congregation as well as an instructor at a local martial arts studio.
AFFILIATED OFFICES
Infinity Financial Services - Broker / Dealer
212 9th Street, Suite 202
Oakland, CA 94607
Phone: 510-588-8000
infinitysecurities.com
PROFESSIONAL NETWORK
You have financial goals and aspirations. At Smith Financial Group, we strive to serve as the "concierge" for your broad financial needs. Our network of financial professionals includes individuals who hold respected industry designations and who can introduce additional solutions that can help you reach your goals related to financial planning, investment management, tax and estate planning strategies.
Click here to learn more about our network of financial professionals:
SEI Corporation - money management
At Smith Financial Group, our purpose is to help bring financial order to your life...And keep it that way!