Marissa Smith is a dedicated financial advisor with a strong background and passion for guiding clients toward their financial goals. A Princeton University graduate and former captain of the women’s water polo team, Marissa began her career serving our nation’s military and has since developed expertise in comprehensive retirement planning.

Marissa’s client base is diverse, spanning retirees, young professionals, and those navigating major life transitions. She emphasizes a holistic approach, incorporating tax-saving strategies, income planning, and tailored financial roadmaps that address each client’s unique needs and goals. Her commitment to detailed, client-centered service ensures every client receives a plan crafted to meet their life stage and aspirations.

Outside of work, Marissa enjoys time with her husband, Sam, and their husky-pitbull mix, Dunkin. An avid hiker, reader, and baker, she balances a love for planning with spontaneity, as shown by her and Sam’s decision to elope in May 2024.