Code Smith Financial LLP
Home Our Firm Business Solutions Personal Solutions eMoney Financial Planning System Resources Contact Us
Helping you acheive your goals

Welcome to Code Smith Financial



Code Smith Financial was founded in 1983, to serve high net worth individuals and business owners and assist with their financial strategies. Our staff is skilled in handling your business, and most have been with the firm for many years, further strengthening the relationships we have with our valued clients.

Mission Statement

Our mission is to be a highly-credentialed, multi-generational team of trusted advisors dedicated to helping our clients maximize their financial objectives by creating financial strategies, by providing appropriate financial products, and by empowering our clients through education and communication to make informed decisions for themselves, their families, and their businesses.

What Sets Us Apart?

  • Flexibility - We represent numerous carriers and investment products to find the right fit for our clients.
  • Highly Qualified - Our professionals are highly credentialed to better serve your financial needs.
  • A Knowledgeable Team - Our partners and staff have over 190 years of combined experience in the financial services industry.
  • Superior Service - We regularly survey our clients to assure a high level of satisfaction with our services.
© 2014 Code Smith Financial, LLP. All Rights Reserved

Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.