Mission Statement

Cheryl Smith Financial is a client centric financial service firm backed by LPL Financial. The nation's largest broker dealer, as reported by Financial Planning magazine, June 1996-2021, based on total revenue.  We invite you to join us on our mission to pursue your financial goals.

At Cheryl Smith Financial our team of experienced industry leaders is forged by a "Code of Ethics," which all of our advisors have signed as a pledge of their commitment. This means clients can expect thoughtfulness, responsibility, and accountability. In addition, Cheryl Smith Financial offers no proprietary products, allowing advisors to select from a wide array of available products to create the financial plan that best addresses the client's needs and financial goals.

Our first priority is to take time to identify, and understand your financial dreams and aspirations. We then map out a course of action for your long term success. We are relationship driven and believe success comes to us in many forms throughout our lives.