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SMP Financial Planning, LLC

EST. AUM
$78,289,709

CONTACTS
2

CLIENT ACCOUNTS
108

Firm Details

Metro area Washington, DC
CRD Number 315300
Website smpfp.com
Client types

Overview

SMP Financial Planning, LLC is a fee-only, fiduciary registered investment adviser (RIA) headquartered in Falls Church, Virginia, originally established as Poirier Financial Management, LLC in 2021 and continuing its RIA registration in multiple U.S. states. The firm offers personalized investment management and comprehensive financial planning services tailored to individual clients and families, prioritizing long-term goals and client-centric advice. As of its most recent SEC filing, SMP reports management of approximately US $64.4 million in discretionary assets across client accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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