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Mark J. Smith,
CFP®, CPA/PFS,CIMA®

Client Advisor and Branch Manager

Mark joined Mercer Advisors in 2020 as manager of the Denver Tech Center branch. He brings 35+ years of industry experience and a foundation of philanthropic work. Mark founded M.J. Smith & Associates in 1983 with one overarching goal: helping people. He built a nationally recognized independent RIA firm with a team of professionals dedicated to helping four generations of clients achieve their financial dreams. For over a decade, Mark was 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. Mark graduated from the University of Iowa with an accounting degree. He earned his CPA designation with a specialization in taxation. After working as a senior tax specialist at Deloitte, Mark earned the CERTIFIED FINANCIAL PLANNERTM certification. Mark serves on the boards of the Kempe Foundation and the Salvation Army Intermountain Division. He is a past member of the Colorado Society of CPAs Board of Directors as well as a past president of the Educational Foundation of the Colorado Society of CPAs.

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