Leadership & Affiliations
We believe it is important to be involved in our professional community in order to help promote fee-only, fiduciary financial advice as a true profession. Additionally, we think it is equally important to illuminate the differences between the modern fee-for-advice service model and the antiquated “financial services” sales career that is still very prevalent today.
Leadership
Matt is a proud Associate Member of NAPFA, the National Association of Personal Financial Advisors, and has taken on two leadership roles within the professional organization.
First, Matt serves as Leader of the Houston Local Group, a collection of over 100 financial advisors in the greater Houston area. Matt organizes and leads periodic meetings for these local advisors to discuss relevant issues and share best practices.
Previously, and in addition to his role as the Houston Local Group Leader, Matt served on NAPFA’s South Region Board for a two-year term.
Affiliations
MATT SMITH IS A MEMBER OF THE XY PLANNING NETWORK
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
MATT SMITH IS A MEMBER OF THE FEE-ONLY NETWORK
FeeOnlyNetwork.com works for the greater good of the industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard.
MATT SMITH IS A MEMBER OF THE CFA INSTITUTE
The CFA Institute’s Mission Statement is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
MATT SMITH IS A MEMBER OF THE CFA SOCIETY OF HOUSTON
The CFA Society of Houston’s vision is to be an effective nonprofit organization focused on serving participants in investment markets while promoting highest standards and ethics for all stakeholders.
MATT SMITH IS A NAPFA Associate member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.