Smith Securities, LLC is a financial services firm serving people and families, with a focus on helping clients build confidence and clarity around their financial futures. Based in Louisiana, the firm offers investor coaching, financial planning, retirement planning, and insurance planning. Its approach begins by exploring each client’s purpose for their money and life, then helping them create a roadmap suited to their financial journey and goals.

As a co-adviser of Matson Money, Smith Securities partners with the family-owned investor coaching company, whose portfolios draw on extensive scholarship and Nobel Prize-winning investing research. The firm emphasizes empirically tested investing principles. Its investor coaching is designed to help clients understand investing and take informed action, while financial and retirement planning support long-term goals and confidence about retirement income. Insurance planning helps clients consider protection for loved ones after major life changes. Smith Securities also hosts workshops intended to provide greater context, confidence, and peace of mind about investing. Its stated values include freedom, integrity, knowledge, and enthusiasm.