Timeless Philosophy with Today’s Financial Strategies
SMART Financial Group, LLC. is an independent, privately-owned, fee-based registered investment advisor located in Downtown, Pittsburgh, Pennsylvania. Our firm is committed to our clients’ long-term financial success through a disciplined investment approach using our timeless philosophy with today’s financial strategies.
Our mission statement is to improve our clients’ quality of life with money strategies that make sense in the area of Protection, Savings, and Growth.
Our philosophy focuses on mutual trust, respect, commitment, dedication, stability, confidence and expertise. Our financial strategies focus on accumulation, distribution, protection, performance and wealth transfer through legacy planning. Recommendations are made solely in the interest of providing the highest value and benefit for each specific clients goals and objectives.
Djuliarto Ng founded SMART Financial Group with 19 years of experience in
the financial services industry. He earned his Bachelor of Science Degree
from the University of Pittsburgh.
He also earned his Retirement Income Certified Professional (RICP ®) designation from the American College in 2015.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of SMART Financial Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by SMART Financial Group, LLC. a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through SMART Insurance Group. SMART Financial Group, LLC and SMART Insurance Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.