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Our Business

About Us

Smith Asset Management is a Bucks County, PA-based independent, fee-only financial advisor serving affluent individuals and corporations in Pennsylvania and New Jersey. We were founded in 1997 based on the principles that the welfare of our clients always comes first and that quality investment advisory services could be provided at reasonable rates.

Our decision process is objective. It is not encumbered by a need to generate commissions. In fact, we never receive commissions for any recommendation we make to our clients. The investment management and proprietary research we conduct is complemented by thoughtfully selected leading national research sources, equity and fixed income trading desks, and administrative support staff.

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