Why S.Mart Advising?

Money is just a tool you use to live out your values.

To be successful in managing your money and investing, first know what you value. Our mission is to help you define your values, know the true purpose of your money, so that you can live your life deliberately and with meaning.



Sam holds a Certified Employee Benefits Specialist (CEBS) and Retirement Plans Associate (RPA) designation through the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefits. The Professional in Human Resources (PHR®) certification from HR Certification Institute demonstrates technical and operational proficiency in areas related to HR. He is an Accredited Investment Fiduciary (AIF®) through the Center of Fiduciary Studies (fi360.com), which is the industry mark of commitment to a standard of investment fiduciary excellence. Sam holds a Bachelor of Science degree in Marketing from the University of South Florida. He’s also a rock star bass player, husband, and father who loves to gig, camp, and help people. Really!