About My Practice
Financial Planning Office is an independent fee-only investment management and financial planning firm. Owner, Denise D. Smith, has over 20 years experience and is a Certified Financial Planner, Certified Public Accountant, and NAPFA Registered Investment Advisor.
We are strictly fee-only. We sell no products and receive no commission for our clients.
Currently we are accepting new clients for our Wealth Management service. Wealth Management includes both investment management and personal financial planning. The minimum account size for Wealth Management is $250,000 of assets under management and our competitive fee schedule is posted on our website www.fpoffice.com.
Currently we manage approximately $60 million for about 60 clients. We custody assets at Schwab Institutional and invest our clients money in low cost and no-load mutual funds and exchanged trade funds offered on the Schwab platform. When appropriate we manage large individual bond portfolios. Every client and portfolio are unique and receive personal attention.
Denise Smith is a
- Certified Financial Planner
- Certified Public Accountant
- NAPFA Registered Investment Advisor
- 23 years experience
- 20 years experience fee-only
- Worked with hundreds of clients helping them reach their financial goals.
Please e-mail to schedule an initial phone consultation to see if our services match your needs. Also be sure to review the information on our website www.fpoffice.com.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Considerations: Fee-only investment management and financial planning firm. Please visit www.fpoffice.com.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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