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Call: 386-847-2739 Email: Chase@ChaseCSmith.com Text: 386-200-4002
First Responders

Goals.
Guidance.
Results.

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FINRA's Brokercheck

Independent fee-based, fiduciary advisor.

Why should this matter to you?

We follow one simple, golden rule that guides our entire practice: Treat clients how we would want to be treated. That means; extraordinary client service, meticulous attention to detail, world-class investment options, and refreshing honesty.

Independent fee-based, fiduciary advisor:

Legally bound to prioritize your best interests above all else.
Transparent about any management fees, risks, or potential conflicts of interest.
Explores a wide range of investments options to find the best fit for you.

Non-fiduciary advisors, registered representatives, and captive agents

Sell products for a commission
Can earn more commission by placing more trades
May be required by their firms to sell specific products, even if they’re not the best fit for you.

It has been said that a goal without a plan is just a wish. Stop dreaming about your future and start planning today!

Chase C. Smith

Financial Advisor

When planning your future, you deserve to work with an advisor you can count on. Someone who genuinely cares about your financial future.

As an independent financial advisor, helping people achieve their financial dreams is my passion. I work with all sorts of people, at various stages of their lives, with a wide variety of financial circumstances.