Broker Check


The following mark indicates the independent verification of Insight's adherence to established standards of excellence.

What’s Trust Worth As An Investment Advisor?

News Release

Fact Sheet

How our Clients Benefit from out CEFEX certification


Letter of Registration

Public Report

Michael Smith of Insight Financial Partners has attained Investment Advisor Representative Certification from the Centre for Fiduciary Excellence (CEFEX) for RIA services within the LPL Financial Retirement Plan Consulting Program (RPCP).