Welcome to McGinnSmith
McGinnSmith focuses on relationships, not products. Before we present ideas, we listen and work with you to analyze your individual needs, goals, and investment objectives. Together we develop a full understanding of your financial picture which allows us to help you build the appropriate investment portfolio. We pride ourselves on an unwavering commitment to integrity, stability, and the highest standards of service and performance.

Our investment approach provides a disciplined process that identifies your unique investment goals and establishes a personalized investment plan to meet them. We employ a defined process for each critical step in the investment management cycle, including: goal setting and risk/return profiling, asset allocation modeling, investment manager selection, ongoing monitoring and comprehensive reporting.

You can now download our latest brochure to learn how McGinn Smith can help secure your future.

View McGinnSmith brochure

View McGinnSmith MyWay brochure