Dempsey Lord Smith LLC is an independent wealth management and retirement planning firm. As a Registered Investment Advisor we are dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service.
Our goal is to form a long-term partnership with you, always acting in your best interest.
With more than 100 years of combined experience in financial planning, our management team utilizes sophisticated portfolio modeling technologies to help you reach your financial goals.
Our services include:
Lots of planning is a process that helps lead us to successful outcomes.
We are proud of our history and those who help create it.
Trust. Honesty. Integrity. These three things stand behind the Dempsey Lord Smith, LLC name.
Dempsey Lord Smith, LLC is an independently owned and operated firm since 2007 focused on helping their independent financial advisors provide superior service to their clients.
Dempsey Lord Smith, LLC exists to help independent financial advisors succeed in serving the financial planning needs of their clients. We believe the financial needs of clients are best served by a local, independent financial advisor who has the objectivity and freedom to fulfill their client's needs by choosing the best products and services available.