Broker Check
Edward C. Smith, CFP®, MBA

Edward C. Smith, CFP®, MBA

President

Helping people with their financial goals is a deeply personal mission for Ed. Before becoming a financial consultant, he and his family went through a challenging estate transfer that taught him the importance of finding an advisor that puts clients’ needs first. This experience left a deep impression on Ed, and led him to pursue a meaningful career guiding people through the financial planning process.

With over 20 years of experience in the field, Ed combines extensive subject knowledge and first-rate technology with personalized strategies that meet each client’s needs. By focusing on critical issues and executing proactive solutions, he has helped hundreds of families and developed a strong customer base that that relies on his advice. A passionate believer in keeping communications down-to-earth, Ed performs exhaustive analysis that leads to conclusive actions.

As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve.

Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a chapter captain for Team RWB, an organization that works to enrich the lives of veterans, and he’s an active fundraiser and participator in the annual Pan-Mass Challenge. A two-time marathoner for the Leukemia and Lymphoma Society, he attributes his core values of integrity and attention to detail to his service with the U.S. Marines.