You're not everybody.
We get that, and we recognize that the usual approach of compressing your distinct needs and
goals into a standardized financial plan simply doesn’t suffice.
That's why we're not for everybody.
Our services are designed for those who want personalized service and customized wealth
…who favor scientifically sound recommendations grounded in historical evidence over speculation…
…who see the value in planning ahead with holistic strategies that maximize long-term security…
…who desire stable relationships with dependable advisors who are committed to your end game…
…and who prefer the lower expenses affiliated with passively managed strategies over the high
costs associated with actively managed accounts.
If this speaks to you, then you’ve come to the right place.
Welcome to David Smith Advisory
• Investment Planning • Portfolio Refinement • Wealth Advisory
• Wealth Transfer • Charitable Giving
Let us help you get the most from the life you’ve built.
David Smith Advisory is headquartered in South Miami, Florida and managed by David Smith,
a Certified Financial Planner (CFP®) with more than 20 years of experience
in helping individuals like you achieve long-term investment goals.