Our Story

At SMB Financial Strategies, LLC, we’re an all-female team who believe in the power of personalized financial planning. Our journey began with our founder, Sarin Barsoumian, who earned her Bachelor of Science in Business Administration from Boston University in 2005. She started her career as a Financial Advisor with Ameriprise Financial before making the decision in 2009 to go independent and join LPL Financial, ensuring that her clients and their needs always came first. That same year, she further demonstrated her commitment to excellence by enrolling in the CERTIFIED FINANCIAL PLANNER™ certification program, recognized as a gold standard in personal financial planning.

Since then, SMB Financial Strategies, LLC has helped hundreds of individuals, couples, and multiple generations of families navigate their financial futures with confidence. Based in Burlington, Massachusetts, we proudly serve clients throughout the Greater Boston area and nationwide. Our commitment to growth and service is stronger than ever, as we recently promoted Liana Bekelian to Servicing Advisor, ensuring that our clients receive even more hands-on financial guidance. Additionally, we welcomed Catherine Valega as our Director of Financial and Tax Planning, bringing her deep expertise to help clients integrate comprehensive tax strategies into their financial plans. To further enhance our client experience, we also added Kimberly Rudge as a Client Service Associate, ensuring seamless support and personalized service for every stage of your financial journey.

As an independent firm, we combine a personalized, client-first approach with the strength and security of LPL Financial as our custodian. We know that financial planning isn’t just about numbers—it’s about life’s biggest moments, challenges, and opportunities. Whether you're planning for retirement, growing your wealth, or navigating major financial decisions, we’re here to guide you with expertise, transparency, and a deep commitment to your success. Let’s build your financial future, together.

At SMB Financial Strategies, LLC, we value the “Four Cs”—the core principles that guide everything we do:

Care: We treat our clients like family, prioritizing their goals, values, and financial well-being in every decision.

Courage: We embrace innovation and take a proactive, thoughtful approach to financial planning, helping clients navigate change with confidence.

Community: We believe in the power of connection, fostering strong relationships within our client network and giving back to the local organizations we care about.

Competence: We are dedicated to continuous learning, staying at the forefront of financial planning strategies and best practices to provide the highest level of expertise.