Jake Smith

MBA

Financial Advisor

State(s) Licensed: AL, AZ, CA Insurance Lic. #4362171, CO, FL, HI, IL, IN, KS, LA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Phone: 248-496-3579

Address:

280 North Old Woodward Avenue Suite 100
Birmingham, MI 48009

Book my intro appointment

State(s) Licensed: AL, AZ, CA Insurance Lic. #4362171, CO, FL, HI, IL, IN, KS, LA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Let's put your plans into Motion

Hi, I’m Jake, a financial advisor dedicated to making wealth management simple and effective. I specialize in financial planning, equity compensation strategies, and 401(k) rollover options for individuals, couples and small business owners. My goal is to bring clarity to complex financial decisions, ensuring you benefit from personalized, tax-efficient strategies for retirement planning, asset consolidation, and stock-based compensation.

Whether you're thinking about rolling over a 401(k), optimizing equity compensation like stock options or RSUs, or structuring a long-term financial plan, I provide guidance at every step to help you build lasting wealth with confidence.

Let’s connect and create a plan that strengthens your financial future.

^{There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan.}

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Location

Birmingham Office

Birmingham Office

Phone:: 248-496-3579

Hours

M – F: 9 a.m. – 5 p.m.

Address

280 North Old Woodward Avenue Suite 100
Birmingham, MI 48009