“It started with my late grandfather,” says Kevin J. Smith. “When I was a teenager, he would take me along to meet his financial advisor, and we would discuss financial matters on the drive home. I knew then what I wanted to be.”
Years later Smith founded wealth advisory group Smith, Mayer & Liddle with business partner Holly Mayer and operations manager Alyssum Keefer.
“Two things set us apart—what’s inside our heads and what’s inside our hearts,” says Smith. By that, he means the group’s knowledge and expertise are unparalleled (Smith has earned a staggering 11 professional designations!) but they also advise clients with heartfelt concern.
“Our product is advice, which extends well beyond investing,” Mayer explains. “We take a holistic approach and offer guidance in countless areas.”
Areas of expertise include portfolio management, retirement and estate planning, education funding, philanthropy, risk management and insurance, debt management and more, such as Mayer’s specialty in advising women investors. It’s proof of Smith, Mayer & Liddle’s tagline, “a wealth of knowledge about wealth.”
“I know my grandfather would be proud,” Smith says. Undoubtedly so.
Smith, Mayer & Liddle | 2315 N. Susquehanna Trail, Suite A | York, PA 17404 | www.smithmayerliddle.com | 717-779-2769
