How to Set Smart Financial Goals

Matthew Thornton, CFA®

Bryn Mawr Trust

January 13, 2026

< 1 min read

Planning in Focus is your guide to navigating the complexities of wealth management with ease.

In this episode, we break down how to use the SMART acronym to set clear, achievable financial goals.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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How to Set Smart Financial Goals

Begin your journey

Have questions?

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