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About SMP Financial Planning

Founded in 2023 by Scott Marx and Mitchell Poirier, SMP Financial Planning, LLC is a boutique virtual financial planning firm. As a fee-only fiduciary financial planning firm, our mission is to act as our clients' trusted financial partner by providing each family with unparalleled advice and service. DISCLAIMER: SMP Financial Planning, LLC (“SMP”) is a registered investment advisor offering advisory services in the District of Columbia and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption All written content on this site is for information purposes only. Opinions expressed herein are solely those of SMP, unless otherwise specifically cited. Mitchell R. Poirier, Scott A. Marx and SMP are neither an attorney nor an accountant, and no portion of this website content should be interpreted as legal, accounting or tax advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. Investment involves risk and unless otherwise stated, are not guaranteed. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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