Smith Investment Consultants
We establish collaborative, enduring relationships with our clients to help them build legacies that increase and preserve their wealth since 1995.
Financial Consultancy
Our Services & Fees
Our Services & Fees
Wealth Management
$50.00
1 hr session
Plan, Invest & ProtectWe offer a diverse range of wealth management products. The …
Learn morePensions & Retirement
$40.00
1 hr session
Advice On Plan, InvestOnce you reach the stage where you're considering your retirement …
Learn moreInvestment
$60.00
1 hr session
Investment & Savings AdviceSavings and Investments Whether you're wanting to save …
Learn moreFamily Protection
$35.00
The aim of life protection (or life assurance) cover is to protect you against the …
Learn moreMortgage
$50.00
1 hr session
Mortgage AdviceMaybe you're thinking about owning your own home or going into a …
Learn moreTax Planning
$30.00
1 hr session
Tax, Trust & Estate Planning TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT …
Learn moreMeet Our Team
Yousef Al-Arabi - Investment Advisor
Yousef is an Investment Advisor at Smith Investment Consultants and has been with the firm since 2018. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant in Portland. He graduated from the University of Oregon with ...
Josh Mara - Research Analyst
Josh is a Principal of Smith Investment Consultants and has been with the firm since 2014. He holds the Chartered Financial Analyst designation and has passed the Certified Public Accountant examination. He graduated from the Kelley School of Business at ...
Expertise
Our Approach
Our Approach
Portfolio & Behavior Management
We build and maintain sound portfolios and handle the …
Learn moreCustomized Financial Planning
While our core principles are unwavering, we recognize …
Learn moreGenerational Wealth Counseling
Creating a plan to transfer wealth generationally can be …
Learn moreRetirement Plan Solution
Whatever your vision of the ideal retirement, you will …
Learn moreFINANCIAL TIMES
Top Financial Advisers 209
Awards, Rankings and Certifications
Financial Times | Top Financial Advisers 209
Portland Business Journal
Barron's
Sustainability at Work Silver Certified
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Testimonials
Financial Strategies
What to do
What to do
Supporting philanthropic organizations is not only beneficial for our communities, it often reduces our income tax liability.
The CARES Act offers several opportunities to increase the tax benefits of your charitable giving in 2020. The following two advantages apply only to cash contributions and …
If your income or savings has decreased, or if you were planning to withdraw funds from your portfolio in the near term, it is a good idea to revisit your budget.
Limiting withdrawals during periods of market declines will allow your dollars to go much farther when growth continues.
If you have a secure job, sufficient down payment and can maintain your rainy-day fund, this low interest environment may be a good time to step into a home purchase.
It will be important to evaluate with your realtor the potential impact of the COVID-19 pandemic on home prices in your area. While …
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