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Mike Smith, CMFC

Hello there! I’m Mike Smith, a Wealth Manager and Chartered Mutual Fund Counselor with a passion for trying to help families build wealth. With over 27 years of experience as an advisor, I specialize in financial, retirement income, and business succession planning. I prioritize diversification for my clients across their portfolios and income streams, and I’m a huge proponent of consistent communication.

MIKe'S TEAM:

Chelsey Luce

Amanda Wilson

Hillary Peterson

Michael McCarthy CFP®

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Louisville, Kentucky

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How MIKe works with clients
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“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” 

Learn more about Mike

How can I help?

Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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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.

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Monthly recaps on financial markets. Stay in the loop with Mick.

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. 

Outside of work, Mike is heavily involved in various charities, including the Ronald McDonald House and the Leukemia & Lymphoma Foundation.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

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Chelsey Luce

Chelsey Luce is the Operations Manager and Financial Para-Planner at FLEX Wealth Management, where she has assisted Mike Smith for over nine years with financial planning and endeavoring to improve the client experience through dedicated research and services. Outside of work, Chelsey and her husband have been together for over 16 years and have two beautiful children, Axel and Cooper.

FLEX Wealth Management is a business name used for marketing purposes. All advisory services are offered through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor firm registered with the Securities and Exchange Commission (“SEC”). FLEX Wealth Management and Savvy are not under common ownership or control.

Amanda Wilson

Amanda Wilson is the Client Service Associate for FLEX Wealth Management. As someone who handles scheduling, document management, and supports other administrative aspects of the client experience, her goal is to alleviate barriers and stress from her team’s financial advisor, so that he can strive to deliver the best financial advising experience to clients. Outside of work, she is passionate about her family. She and her husband Matt have been married for 18 years and they have three beautiful teenage daughters who are so talented and smart. She loves watching them grow and thrive as they continue to become confident young women and athletes.

FLEX Wealth Management is a business name used for marketing purposes. All advisory services are offered through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor firm registered with the Securities and Exchange Commission (“SEC”). FLEX Wealth Management and Savvy are not under common ownership or control.

Hillary Peterson

Client Services Manager

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Hillary is a seasoned professional in the wealth management industry with nearly a decade of experience supporting clients. Having excelled at Clarity Capital Management, she prides herself on her meticulous precision and dedication to top-tier service. Since joining Savvy in September 2022, Hillary has helped streamline service processes, enhancing the way in which we help serve advisors and their clients.

Hillary is a graduate of Western Washington University and currently resides in Washington state.