We Offer Investment Management Experience
and genuine compassion

 

We are passionate about helping people and dedicated to our clients.

Diana Smith South Shore Advisory Group Financial Planning

At South Shore Advisory Group, we personalize our approach based on your unique goals. Once we understand your financial goals, we build investment, tax, insurance, and estate planning strategies that can help to make your goals a reality.

We firmly believe that education is key step in the financial planning journey which is why we take the time with each and every client to ensure they have all of the information they need to feel empowered and to make informed decisions.

Work with the South Shore Advisory Group to Feel:

  • Confident about how your finances are being managed

  • Informed about your options

  • 100% in control of your financial life

  • Supported by an accessible, local financial professional

We support all areas of financial management,
including the following areas of focus

 

  • Family Finances

  • Investment Management

  • Sustainable and Responsible Investing

  • Retirement Planning Strategies

  • Tax Planning Strategies

  • Insurance Planning


About Diana Smith, Financial Advisor, Owner and Operator of the South Shore Advisory Group

Diana Smith has been providing financial management services to clients throughout the South Shore and Boston areas for over 16 years. Diana’s clients appreciate her experience, professionalism, and her ability to demystify complex financial concepts. Her financial acumen and exceptional customer service has made her the obvious choice when looking for a financial manager.

If you are managing your family finances, your business finances, or exploring your retirement options, Diana Smith can help you pursue your goals and make you feel empowered and confident about your options.

 
 

Years Of Experience

Education

  • Suffolk University, BS/BA Accounting, Member of the Dean’s List and the Delta Alpha Pi Honor Society

Professional Associations

  • Boston Business Women

Community Involvement

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

  • CLU® Chartered Life Underwriter®

  • CMFC® Chartered Mutual Fund Counselor℠