Home-Grown Fiduciary Financial Services

Midland • Hemlock • Birch Run • Saginaw • Frankenmunth • Chesaning • Bay City • Nationwide

Small Steps Towards Financial Literacy

Did you know investment accounts are not all the same? Read about commission-based and advisory-based investment accounts.

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Accessible Client Service

In addition to one-on-one client support, you have exclusive access to a pin-protected vault with DIY resources. Contact our office for the pin #.

Unlock the Vault

Family Roots

Family-Owned and Operated

Local Midland Office

One-on-One Financial Guidance

Community-Centric

Service Offerings

Education Financial Strategies

Generational Wealth Planning

Asset Allocation + Diversification

Annuities & Insurance

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Community Outreach

Dow Employee Plan Participant Support

Pre-Retiree Financial Planning

Employer Plan Allocations and Rollovers

Asset Consolidation & Organization

Dow Employees

Simplified Financial Support

Take a peek at what it's like to work with Sarah Holmes and Smith & Company Family Financial Services.

Click on the brochure image to learn more about our fundamental values, service offerings, and fee models.

Chat with a Fiduciary

Call or Text Today

Have questions about your financial wellness or retirement likelihood? Set up a private call or send your live text inquiry to our leading financial planner and fiduciary, Sarah Holmes.

Standard phone and SMS text rates apply. You may opt out at any time by typing keyword STOP to 989-633-5400.