Jay Smith CFP®

Senior Wealth Advisor

Based in Washington, D.C., Jay helps busy professionals, business owners, executives, and families coordinate retirement, investments, taxes, estate considerations, and major liquidity events.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Languages Spoken

English
Spanish

Request an introduction

Who Jay Typically Helps

Busy professionals, business owners, executives with equity compensation, pre-retirees, retirees, families navigating liquidity events, multigenerational families.

Serving Clients in

Washington, DC • Maryland • Virginia • Bethesda • Chevy Chase • McLean • Arlington • Alexandria • Communities throughout the DC metropolitan area

Available nationwide through virtual meetings

Questions Jay Helps Answer

How can I create sustainable retirement income?
How should I manage concentrated stock and equity compensation?
How should I plan for a business sale or inherited assets?
How can I coordinate tax and estate planning?
How can I organize cash flow and wealth across generations?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Senior Wealth Advisor at Mission Wealth, Jay Smith works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Jay delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Jay leverages his expertise to provide clients with tailored advice and guidance.

I am passionate about helping people make confident financial decisions and building lasting relationships based on trust. I find great fulfillment in guiding clients through life’s milestones and seeing their goals become reality.

—Jay Smith, Senior Wealth Advisor

Jay’s Frequently Asked Questions

What should I expect when I begin working with Jay as my financial advisor?

The process is highly collaborative and personalized. Jay helps simplify complexity and bring organization to areas that can feel disconnected. Rather than considering investments, taxes, retirement planning, estate considerations, and cash flow separately, he helps clients understand how those pieces work together. Clients can expect consistent, proactive, and understandable communication. Jay wants clients to feel comfortable asking questions and to understand the thought process behind each recommendation. Most importantly, clients should expect an ongoing relationship rather than a one-time plan. As life changes, markets shift, or new opportunities arise, Jay continues refining the strategy with them.

Will I work directly with Jay, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Jay if I live outside Washington, D.C. or my situation is not listed above?

Professional Background

With over 15 years in the financial services industry, Jay Smith brings a comprehensive and client-focused approach to his role as Senior Wealth Advisor at Mission Wealth. Jay began his career in finance in 2010 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2013 through Georgetown University. He graduated from Wake Forest University with a Bachelor of Arts in Economics and a minor in Spanish. Prior to Mission Wealth, Jay worked for six years at a bank based in Old Town Alexandria, VA. He has held roles at boutique financial planning firms as well as a large brokerage firm—experience that helps him provide valuable insight and expert advice to Mission Wealth clients.

Personal Pursuits

Jay lives in Washington, DC, and is an avid traveler, outdoorsman, and athlete. When he is not competing in a race or in his neighborhood gym, you can find him hiking in one of our national parks or planning a trip to a destination he hasn’t yet explored. He brings the same sense of discipline and curiosity that drives his adventures to helping clients navigate their own financial journeys.

Request an introduction to Jay Smith.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jay Smith and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction