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Life Centered Planning

Are you getting the most out of life with the money you have? How much is enough, and do you have enough today, and in the future?

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Meet Our Team


Brad Smith

Senior Wealth Advisor

Tim Borody, CPA,CMA

Associate Advisor

 

Don't just chase your dreams

Let us help you plot a path!

Choose to work with Advice First Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Old Man Think About Retirement

25 September, 2020

Use Downtime to Think About Retirement

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement.
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3 Ways to Make the Pandemic Summer Memorable

18 September, 2020

3 Ways to Make the Pandemic Summer Memorable

Covid-19 probably altered many of your family’s summer plans. Some activities that you’ve been looking forward to for months might have to wait until 2021.
Read more

Vacation Home

16 September, 2020

Will the Pandemic Change the ROL of Your Vacation Home?

The pandemic has cast owning a second property in a whole new light, especially if you’re self-employed or a business owner.
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Contact us

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