Professional Guidance for the Long-Term Investor


Adam Smit Investment Management LLC is a financial services practice committed to improving your long-term financial success. Our strong commitment lies in providing exceptional personalized service and delivering customized professional advice seeking to enhance the growth and preservation of your wealth. At our core, we adopt an investment philosophy centered on quality, diversification, and steadfast long-term holdings while focusing attention on those things that are in our control.

Founder, Adam Smit has been a financial advisor since 2003, bringing valuable experience and expertise to his clients. He has also achieved the CERTIFIED FINANCIAL PLANNER™ certification as well as holding securities registrations with LPL Financial that include the Series 7, 24, and 63, which enable him to offer a wide range of investment services to his clients. Additionally, he maintains state insurance licenses, expanding his ability to provide comprehensive financial solutions.


Estate Planning: Our financial advisors possess a deep understanding of the financial landscape and have the knowledge and tools to develop comprehensive financial plans tailored to your unique circumstances. By analyzing your current financial situation we create a roadmap that outlines actionable steps to work towards improving your financial well-being.

Education and Empowerment: Education and empowerment focus on providing clients with the knowledge and tools they need to make informed financial decisions. This may involve educating individuals on the basics of budgeting, saving, and investing. By empowering our clients to understand financial concepts and develop healthy financial habits, we help them gain control over their financial lives and pursue their desired financial outcomes.

Ongoing Support and Guidance: We offer continuous support and guidance to our clients throughout their financial journey. This involves regular check-ins, reviewing financial progress, and making necessary adjustments to financial plans and investment strategies. By providing ongoing guidance, we ensure that clients stay on track to pursue their goals and navigate any financial challenges that may arise along the way.

Risk Management: We understand that life is full of uncertainties, and unexpected events can disrupt your financial stability. We can help you evaluate and mitigate potential risks through appropriate insurance coverage, estate planning, and emergency funds. By proactively addressing potential risks, we strive to safeguard your financial well-being and provide you with financial confidence.   

Insurance Planning: By specializing in insurance planning, we can assist clients in evaluating their insurance needs and selecting appropriate coverage. By identifying potential risks and recommending suitable insurance products, we help individuals protect their financial well-being and provide peace of mind for themselves and their loved ones.

Comprehensive Planning: Comprehensive financial planning incorporates an inclusive approach to an individual's financial situation. Financial advisors analyze income, expenses, assets, liabilities, taxes, and retirement goals to develop a comprehensive plan. This plan integrates various elements, such as investment strategies, retirement planning, tax optimization, estate planning, and risk management, to provide a comprehensive roadmap to work toward achieving long-term financial success.

Customized Investment Strategies: We create personalized investment strategies tailored to clients' unique financial goals, risk tolerance, and time horizons. We consider factors such as asset allocation, diversification, and investment vehicles suitable for each client's circumstances. By designing customized investment strategies, we aim to optimize returns while aligning investments with clients' preferences and financial objectives.

Long-Term Goal Setting: We assist clients in setting and prioritizing their long-term financial goals. This involves discussing and defining objectives such as retirement savings, funding education for children, or purchasing a home. Advisors help individuals establish realistic and achievable targets while developing strategies to work towards those goals over an extended period. By setting long-term goals, individuals gain clarity and direction, enabling them to make informed financial decisions and build a foundation for their future.