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R. Mark Smith, LUTCF

R. Mark Smith, LUTCF


As founder and partner of Magnolia Financial Group, Mark Smith is dedicated to helping families and businesses prioritize their financial goals and objectives - no matter the stage of life.

Mark attended the University of South Carolina, Spartanburg on a soccer scholarship and received a Bachelor’s degree in Business and Finance in 1993.  He began his career over 25 years ago with John Hancock, but quickly shifted to operating as an independent financial advisor.  As an independent advisor, Mark works for his Clients, not an insurance company, bank or brokerage firm.

He brings deep experience in providing clients with sound financial strategies that can help them plan for their futures.  Insurance, investment, retirement, estate and financial planning are a few of the key pillars to Magnolia’s practice. 

Mark lives in Sandy Springs with his wife, Megan, and their two daughters, Lucy and Tatum.