Professional Guidance for the Long-Term Investor

Adam Smit Investment Management LLC is a comprehensive financial services practice committed to helping you improve your long-term financial success. Our services are designed to work toward growing and conserving your wealth by delivering an unprecedented level of personalized service and objective professional advice. Our practice emphasizes an investment philosophy of investing in quality, diversification, and holding for the long-term.

Since establishing an independent practice in 2010, we have stressed an objective, professional and personal approach towards investing and financial planning. Adam Smit has been a Financial Advisor since 2003 after earning his Bachelor's degree in business from St. Norbert College. He has achieved and holds the CERTIFIED FINANCIAL PLANNER™ certification. Professionals who achieve this designation must meet the Certified Financial Planner Board of Standards requirements in experience, education, examination and ethics. He holds securities registrations with LPL Financial that includes the Series 7, 24, 63 as well as state insurance licenses.

We offer assistance with the following: