Meet Our Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial-services world. We invite you to discover and experience the power of our team. We believe our team approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Edward C. Smith, CFP^®, MBA

President

Amanda Lique

Client Service Associate

Everett The Weim

Comfort Manager

Would You Like to Hear from Everett?

We send out fun monthly emails from Everett's perspective. Our Comfort Manager likes to keep you educated with timely insights and comical photos to put a smile on your face.

Join our mailing list to receive a little humor.

Yes, Let Me Enjoy the Fun

Are You Ready to Meet?

Now that you know more about us, take your 1st step in the financial planning process with a complimentary meeting.

In addition to our offices in Boston and Washington D.C., we use web conferencing to connect with clients in 14 states.

Schedule a Meeting