Special Advertising Section
“A wealth of knowledge about wealth”® is their tagline. While the partners of Smith, Mayer & Liddle are disciples of continuous education, their true distinction is the investment they make in the lives of their clients and in their community.
“Our holistic approach enables us to navigate our clients through the financial issues that matter most to them at critical moments in their lives,” describes Kevin Smith, Executive Vice President of Wealth Management. Priorities change as careers evolve, families grow, retirement looms, loved ones are lost or health challenges mount.
Such life events cause trusted guidance and advice to be essential. “We make our living by making a difference. We hope to dedicate our time and talents in ways that meaningfully improve not only the lives of our clients and their families, but also for the betterment of the broader communities in which we live,” adds Smith.
“Our value lies in balancing both the art and science of a comprehensive plan that is fundamentally sound even in the context of financial markets that continually change. It gives us tremendous satisfaction to craft a plan that, when properly executed, can make a positive impact in others’ lives,” says partner Holly Mayer, whose insights are particularly tailored to women investors.
Smith, Mayer & Liddle is a wealth advisory group serving clients locally and nationwide. It provides guidance and strategic solutions on investments; education, retirement, and long term care planning; risk management and insurance; tax minimization; philanthropy; and multigenerational wealth transfers.
Smith, Mayer & Liddle: a wealth advisory group | 2315 North Susquehanna Trail, Suite A | York, PA 17404
smithmayerliddle.com | 717-779-2769