Gain Professional Support. Focus on Your Financial Future.

SMN Financial offers innovative tools, unique market insights and personalized solutions.

SMN is your partner for whatever your future holds.

Gain Professional Support. Focus On Your Financial Future.

SMN Financial offers innovative tools, unique market insights and personalized solutions.

SMN is your partner for whatever your future holds.

Learn More

Financial Advisors

Choose a level of support that suits your needs and adapts along with your financial practice as you evolve.

Start your future

Institutions

Accelerate growth, improve efficiency, and mitigate risk by consolidating middle and back-office wealth management functions into one streamlined platform.

Re-envision your future

Investors

Strengthen your financial future. Find an SMN financial professional who can help you prepare.

Plan for your future

SMN Success Stories

Sean Heslin

Financial Advisor and Founder at Heslin Wealth Management

Carly Golias

CFP®, CDFA®, AIF®

Financial Advisor at Arrow & Bow Wealth Advisors

Michael Núñez

Financial Advisor and SVP at United Community Bank

SMN’s experience can make a difference for you.

Independent Broker Dealer in the U.S. ¹

RIA Custodian in the U.S. ²

Provider of 3rd Party Investment Services ³

Company ⁴

Our dedication to advisors, enterprises, and investors:

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with SMN to ensure they can put your best interests first, while benefitting from SMN’s continual investment in investor-facing technology.

Industry Insights

Stay informed with the latest trends and topics impacting the financial world.

Weekly Market Commentary

Keep calm and clip bond coupons during heightened volatility

Agust 17, 2024 | SMN Financial

Market Signals Podcast

Fed meeting, CPI, India, and trends in the job market

June 11, 2024 | SMN Financial

Street View

Markets run in cycles, do I REALLY need this umbrella

June 12, 2024 | SMN Financial

Ready to take the next step?

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation.

Advisors, Find Your Rep

Find a Financial Professional

¹As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
²Cerulli Associates, 2022 U.S. RIA Marketplace Report
³2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
⁴ 2022 Fortune 500

The views and opinions expressed by SMN Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither SMN Financial nor the SMN Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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