info@smartplaninvesting.com
Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547
Did you know Michelangelo was a multi-millionaire?
Learn more
Michelangelo carved the statue of David
with a TRUE PURPOSE, in mind.
What would Michelangelo do today,with modern financial science?
Learn more
And would Michelangelo discover his true purpose for money?
We help you discover your true purpose for money.
Coaching and Investor Education workshops.
While others speculate with markets,
we capture them.
Our approach to investing harnesses
modern financial science.
SmartPlan Investing
Helping clients discover their true purpose for money.
Family owned since 1993.

Investor Education & Coaching.

“ The money we mange is not our money – it’s our clients’ past and their future.” – Eduardo Repetto 

We at SmartPlan Financial Services believe that through knowledge and discipline, financial peace of mind is possible for all investors. As a result, we offer our clients the opportunity to attend regularly scheduled workshops. 

To learn more about our coaching workshops click here.

Why choose an investment philosophy?

Why choose an investment philosophy? What are the differences between active and passive management, and how do the fundamentals of financial science get integrated into SmartPlan’s Investment portfolios.

Click here to view our video series on choosing your investment philosophy. 

SmartVestor Pro


SmartPlan Investing is committed to helping individuals and families become financially strong. As financial advisors we have committed ourselves to serving as SmartVestor Pros (SVP).To find out more click here.


Eugene Fama – 2013 Nobel prize winner for economics.

What is Financial Science?

Free Market Portfolio Theory is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing.

To read more click here.


 

Structured Engineered Portfolio

45 Countries
Invested in
16,000 + unique holdings
invested in

What is the science behind structured engineered portfolio?

Click to read.

Is our Investor Education approach the answer for you?

Click to take our Investor Quiz.

Matson Blue Money - Your personal financial website.

Matson Blue Money is a robust financial planning tool that we offer. It’s private, static, and a secured site. There are no advertisements. Some of the benefits of using BLUE: one location to view your financial picture. Unlimited vault storage space – that only you can see. This is where documents such as estate wills, photos, certificates, and any document you deem important can be located. Click to read more benefits.

Matson Blue Money is a complimentary service. To get your account started CLICK HERE

StoryWill - the heart & soul division.