Jake Smith

Jake Smith brings over 13 years of experience in corporate finance and consulting to his role as a financial advisor, helping business owners, corporate professionals, and families align their financial decisions with their long-term goals. With an MBA and a strategic, relationship-first approach, Jake specializes in comprehensive financial planning, retirement strategies, equity compensation, and business succession planning.

As an advisor at M1 Capital Management, Jake provides objective, fee-based guidance tailored to each client’s unique situation. Whether it’s optimizing a company’s 401(k) plan, building a tax-efficient wealth strategy, or planning for a business exit, Jake is passionate about simplifying complex financial decisions and delivering lasting value.

He works closely with entrepreneurs and executives to navigate key financial milestones, offering clear guidance, personalized strategies, and a dependable partnership throughout the journey.

Outside of work, Jake is a proud husband and father of three young daughters. He’s an avid golfer and active in his community, currently serving as a board member for Teen HYPE and supporting the Alzheimer’s Association, where he sits on the planning committee for their annual golf outing.