
Companies
Every company is designed with your future in mind.
A.W. Smith Financial Group
A.W. Smith Financial Group is our flagship company. We are a firm designed with you in mind. First we find out what matters most to you, then we design a financial plan to fit your life values and goals.
My Fiduciary Advisors
My Fiduciary Advisors is a company designed with millennials at its heart. At MFA we walk with you one-on-one to help you get out of debt, and to create financial strategies that can lead you to living your dream life.
Business Owner Resources
BizEquity exists to help entrepreneurs quantify their success, and then leverage that knowledge to pursue new growth initiatives. It is the first and leading cloud-based business valuation engine. BizEquity enables business owners, advisors and agents to value a company in minutes. BizEquity delivers a business valuation and a detailed business value report. Industry Research shows over 75% of all business owners do not know what their business is worth. Bolt Insurance research shows 50% of all businesses are underinsured. BizEquity will help answer a leading question that all business owners should know – What's Your Business Worth?
As an additional service for small business owners, we use fi360 Fiduciary Score® to analyze your existing financial plans and review them for efficiency.
The fi360 Fiduciary Score® is an independent, third party evaluation of an investment.
The fi360 Fiduciary Score® can help with:
Investment Selection
Investment Monitoring
Watch List Management/Investment Replacement Selection
