Mike Smith, CMFC
Hello there! I’m Mike Smith, a Wealth Manager and Chartered Mutual Fund Counselor (CMFC) passionate about helping families build wealth. After spending twenty years as a financial advisor, I created a financial services firm, FLEX Wealth Management, centered around my Christian values of selfless service for my clients, endeavoring to do the right thing at all times, and treating others with respect by understanding and addressing every client's unique situation. I prioritize diversification for my clients across their portfolios and income streams, and I’m a huge proponent of consistent communication.
Louisville, Kentucky
“Being a retired army officer and a Christian, I pride myself on my caring and service-oriented attitude with clients. I make sure to stay in good communication with my clients, so they can monitor changes in their financial situation”
Brian’s published work
Market Updates & Economic Outlook
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How can I help?
Financial Planning & Analysis
Income Planning
Retirement Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Mike.
Get to know Mike
Mike Smith, CMFC is a Wealth Manager and Chartered Mutual Fund Counselor specializing in financial, retirement income, and business succession planning. Mike had an unconventional start to his career, beginning at an office furniture company post-graduation.
It was at the furniture company that he learned how a small business runs across sales, customer service, purchasing, and employee management. Inspired to do more, he longed to begin a career where he could own and run his business. With an immense interest in the investment industry, he began as a financial advisor in 1997.
After spending twenty years as a financial advisor, he was inspired to build his financial services firm, FLEX Wealth Management. Informed by his service-first background as a Christian and veteran, FLEX is informed by Family, Legacy, and EXperience. Family is about helping provide financial peace of mind for other families. Legacy is about helping families achieve the lasting impact they want to have across charities and future generations. Experience comes not only from his decades of financial advisor experience but the level of comfort, trust, and communication he sets out to provide to clients.
Outside of work, Mike is heavily involved in various charities, including the Ronald McDonald House and the Leukemia & Lymphoma Foundation.
Book a 30-min introductory call with Mike.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Mike Smith is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. FLEX Wealth Management is a business name used for marketing purposes and is not under common ownership or control with Savvy Advisors, nor is FLEX Wealth Management separately registered as an investment advisor.
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