Foresight Financial Planning

Kevin M. Smith, the firm's president and founder, oversees all investment and planning decisions. He holds a CPA designation and has structured the firm so that tax implications are evaluated alongside every portfolio move, rather than outsourced to a separate accountant.

It operates as a multi-family office, serving business owners, professionals, and their families. The firm is registered with the SEC as an investment advisor (CRD# 110522) and provides a combination of investment management, tax preparation, and estate planning.

The firm allocates across public equities, municipal and corporate bonds, private real estate, and structured credit. Real estate exposure often comes through Delaware statutory trusts and interval funds, while fixed income portfolios are managed with an eye toward after-tax yield.

The firm uses both. Public market exposure is achieved through direct security selection and managed accounts, while private market allocations are typically made through pooled vehicles like interval funds and private REITs rather than direct co-investments.

The firm is based in Hoffman Estates, Illinois, and primarily serves families in the Chicago metropolitan area and broader Midwest. It also maintains relationships with client families who have relocated to Florida and Arizona.

Tax preparation sits inside the firm rather than being outsourced. Smith is a CPA as well as an investment advisor, which means portfolio adjustments and tax filings are handled by the same team—an architecture that most independent RIAs and multi-family offices do not replicate.

No separate foundation or donor-advised fund program is publicly reported. The firm's website describes estate planning and charitable giving strategies as part of its service set, but any philanthropic structures would be client-specific rather than firm-operated.