Mark Smith

Mark Smith

Formal First Name

Mark Smith, CFP®, CPA/PFS, CIMA®, Branch Manager and Client Advisor at Mercer Advisors, brings over 35 years of industry experience and a foundation of philanthropic work. He started his career as a Senior Tax Specialist at Deloitte, before transitioning and founding M.J. Smith and Associates in 1983. Mark is an industry-leader in creating a fee based structure early in his career, and has since pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle. For over a decade, Mark has been recognized as one of the top financial advisors in America by Barron’s and was awarded multiple top advisor recognitions in Forbes and Financial Times. In addition to his financial career, Mark serves on the boards of various organizations such as Kempe Foundation and the Salvation Army Intermountain Division.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2017–2020
  • Barron's Top 1,200 Financial Advisors, 2014–2020
  • Barron's Top 1,000 Financial Advisors, 2009–2013
  • Research Magazine’s Advisor Hall of Fame

Certifications and Designations

Community Involvement

  • Board of Directors, The Kempe Foundation
  • Board of Directors, Salvation Army Intermountain Division
  • Colorado Society of CPAs