Our commitment is to help you work towards achieving your financial goals by providing the best tools available to help prepare for your retirement. Our motto is: Protecting Your Wealth and Retirement Dreams. We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a better future. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. We provide impeccable client service to help better prepare for taxes and protect assets by utilizing numerous insurance products and investment strategies that are designed to protect the client’s desired lifestyle during retirement.
Through a team of expert consultants in tax, ERISA, health management, and leadership development, our Accelerated Business Strategies bring small business owners similar strategies utilized by Fortune 1000 companies.
Retirement solutions are not one size fits all. Let our retirement strategists help craft an Individual Life Stage retirement strategy that fits who you are and where you are in your current stage of life.
At Accelerated Wealth® it is our goal to make an impact in the lives of those less fortunate. You can partner with us in this and discover the power of giving and set into motion changes that will enReturn transform your own life. Learn More »
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Marcia Miller Sweet
Executive Director & Investment Advisor Representative
My name is Marcia Miller Sweet and I serve as Executive Director of Accelerated Wealth at two locations – Birmingham AL and Destin FL. In addition to being a Registered Financial Consultant, and Certified Estate Planner, I also am Series 65 licensed which qualifies me to serve as an Investment Advisor Representative. This designation holds me to a fiduciary commitment which means that regardless of your goals and dreams, whether you are a conservative investor or one that enjoys riding the roller coaster of the stock market, I am bound and committed to doing what is best for you. This is my entire reasoning for being an Independent Advisor. In fact, when I entered the financial industry over 25 years ago, with a major national company, I began to realize quickly that there was much more to this business than just selling “good” products. I knew that I had the potential to really make a difference in people’s lives but that wasn’t going to be possible unless I could give clients better choices in investment solutions. It was at that point, 13 years ago, that I decided to branch out as an Independent Advisor. This gives me the ability to search the open market to find the absolute top investments from the best companies, all ensuring that I am able to coach my clients towards maintaining their desired lifestyle at retirement while having financial peace of mind.
My husband, Frank, and I live in Helena, AL. We have 4 wonderful children, 3 beautiful grandchildren and one very pampered dog! We enjoy spending time with our family and traveling.
Jonathan S. Smith
Jonathan S. Smith is a licensed Independent Life Insurance Agent and serves as a Wealth Strategist at Accelerated Wealth – Destin FL. As an independent agent, he can search the open market for the best companies and solutions for his clients. He is passionate about coaching retirees, pre-retirees and millennial’s in reaching their goals and achieving financial peace of mind. Jonathan and Nino live on Okaloosa Island with their three beautiful children. He loves to fish, surf, golf, and spends as much time as possible outdoors with his family.
Jarred A. Smith
Jarred A. Smith is a graduate of the University of Alabama with a Bachelor of Science in Commerce and Business Administration and is currently serving as a Wealth Strategist for Accelerated Wealth – Birmingham AL. Jarred is a licensed Independent Life Insurance Agent and is very passionate about being able to coach retirees, pre-retirees, and millennial’s, towards obtaining their financial dreams and goals. In his spare time, Jarred can be found in the gym, golfing, fishing or hunting, and he loves spending time with his family.