Jonathan Smith (CFP®)

Jonathan Smith focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Additional Information

My core purpose is to illuminate paths and provide support for the discovery and pursuit of a fulfilling life.

NAPFA Start Date

September 14, 2018


This Office

2 Market St South Burlington, VT 05403-6254 Phone: (802) 660-7086 Fax: (866) 336-9578