More than simply wealth management advisors, our team of enterprising, values-driven strategists combines a personalized approach, years of expertise and technology to guide you toward your financial goals. Together, we’ll navigate the maze of issues that affect the growth and preservation of wealth to help you advance your personal mission.
Our Brand Story
Clients: Passionate service drives our growth.
People: We grow stronger together.
Excellence: Smarter, better, every day.
Integrity: Doing the right thing.
We approach each day with a commitment to living these values. When one’s daily work revolves around the stewardship of others’ wealth, this incredibly strong foundation is a must. As a client of Smith + Howard Wealth Management, you see it manifested in our day-to-day conversations, in the execution of our work with you and in our approach to thinking about your goals and how best to achieve them.
We also put these values into action in our community, with financial and sweat equity invested in nonprofit organizations that we are personally passionate about as well as others that our clients are involved in.
We never take a cookie-cutter approach to wealth management. The reason we’ve earned the trust and respect of our clients is because we understand the need to listen first. We build long-lasting relationships in which we listen to your needs, develop a personalized plan and support you throughout your financial journey. In our minds, your peace of mind is always our goal, and we’re focused on it every minute we work together.
We have the privilege of serving affluent individuals and families, business owners, nonprofit organizations and the retirement plan needs of for-profit businesses. Connect with us to learn more about our services and see how we can help meet your needs. We’d love to hear from you.!
Contact Us
When it comes to Smith + Howard, we’re more than just wealth management. We’re part of a family of companies grounded in the same foundational values and vision, but with additional services and expertise available to our clients. Explore the additional ways the Smith + Howard Family of Companies can help you.
Our firm is registered with the U.S. Securities and Exchange Commission (the “SEC”) as an Investment Adviser. You have a choice among different types of financial services professionals to assist you with your financial needs. These professionals offer a variety of services. It is important for you to understand the differences between the services offered, such as the difference between brokerage and investment advisory services, so that you can make an informed decision. This Summary is designed to help you understand the types of financial services our firm can provide you. The SEC also provides free and simple tools that allow you to research firms and financial professionals at www.investor.gov/CRS.
We’re not just passionate about growing and managing your wealth. We’re also committed to improving the communities we serve. Here are some of the organizations we have been proud to be part of:
Battle for the Brain | Daughters Against Alzheimer’s
SHARP Program: Advancing interest in financial careers with Atlanta Public School students
The Giving Kitchen: Support for Restaurant Workers During COVID
United Way
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