My mission is to help you determine your personal financial needs and to manage your investments to address those needs. My Success is therefore based on your success.

I run my practice in an intelligent, ethical, proactive, concerned and service-oriented manner. In essence, I want you to be knowlegeable and informed.

I endeavor to constantly improve the quality of my advice and service, and will never lose sight of how important your trust is.

Understanding that your investment goals are specific and unique, I employ investment vehicles suitable to assist with those goals.

As appropriate, I make both broad and focused use of cash, bonds, mutual funds, annuities and insurance products, assembled and managed at LPL Financial or through programs run by experienced and sophisticated money managers.

While pursuing investments goals may entail some risk, I manage risk through allocating the assets and balancing the portfolio through diversification and focusing on the long-term to keep expectations realistic. In short, I work to avoid getting caught up in short-term market euphoria and panic. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


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Our Financial Advisement Process

Over the thirty years Danard Smith has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded our company, and that level of trust aims to give our clientele great confidence.

Gathering Data and Goals

Preparation can help you work towards financial independence. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Danard Smith encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will work to get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans addresses your needs, we will begin to implement them. This is an exciting part of the process that works towards long-term results.

Monitoring Portfolio Progress

At its best, working with Danard Smith becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.