Frequently Asked Questions

What makes SFS different from other firms?

SFS is an independent registered investment advisory firm. To put it in plain terms, we work for our clients, no one else. We are in a position to ...Read More >

Why does independence matter?

Independence allows our wealth managers to implement our financial plans, retirement plans, and income distribution plans using ...Read More >

What types of services does Smedley Financial Services offer?

Smedley Financial Services (SFS) offers a consultative approach. We tailor our services around your personal values and ...Read More >

What differentiates SFS wealth managers?

SFS wealth managers apply a consultative approach to all aspects of planning. This client driven approach assures that ...Read More >

How do I choose an Advisor?

Choosing an advisor is much like choosing a dentist, physician, attorney or Certified Public Accountant (CPA). First you should...Read More >

Why do credentials matter?

A Wealth Manager with credentials demonstrates the importance he or she places on increasing their knowledge and staying on top of...Read More >

What Is a CERTIFIED FINANCIAL PLANNER™ Professional?

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others ...Read More >