There's wealth management and then there's Smith + Howard.

See how we’re elevating wealth management.

Meet Smith + Howard Wealth Management.

We’re values-driven investment and financial planning strategists who relish helping people like you take their goals to the next level.

Our team focuses on listening to and understanding your unique needs and aspirations. Providing confidence in your journey is at the heart of everything we do.

From personal financial planning, investment management and tax efficient planning, our high-caliber professionals are ready to help you move forward with confidence while delivering exceptional service.

It all starts with a great relationship.

Before we get to the numbers, we like to start with a personal conversation. Our first investment is in getting to know you. That means prioritizing a genuine relationship based on a mutual understanding of your personal mission and the role we play in helping you get there. There’s no standard approach at Smith + Howard Wealth Management other than our passionate focus on bringing our experience and acumen to a strategy that’s in your best interests, on every step of your financial journey.