Who We Are

A reliable - and relatable - team of professionals.

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.

play-small Our Brand Story

What We Stand For

A mission built around integrity, honesty and peace of mind

Our Values

  • 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 and 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.

Our Process

The Smith and Howard Wealth Management difference

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.

Meet the Team

Passionate about people. Great with numbers.
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Tim F. Agnew CPA/PFS, CFP®️ Managing Director
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Julio Barahona Director of Operations
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Jeff M. Brandon CFP®️ Senior Wealth Planner
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Lisa Curles Senior Client Service Specialist
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Robert L. Kaercher CIMA®, AIF® Wealth Manager
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Michael Mueller CFP®️ Senior Wealth Planner
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Valerie Nichols CFA® Director of Investments
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Stephanie Roberts Senior Client Service Specialist
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Brad Swinsburg CFA®, CAIA, BFA®️ Chief Investment Officer

Who We Serve

We’re passionate about our clients

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.

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Client Experiences

After a Divorce: A Matter of Trust

Margaret came to Smith and Howard Wealth Management shortly after a divorce.  Throughout their long marriage, her then-husband had controlled their finances, so once divorced, Margaret was uncertain and anxious about managing her new financial situation. She wanted to make sure
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Helping a Local Nonprofit With $2M Foundation

Challenge:  $2 million is a lot of money, but for Wall Street firms, it is not. A lack of attention because of a perceived small investment coupled with high turnover of investment managers created frustration for a local nonprofit board.  Solution:  Smith and Howard Wealth
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Special Needs Trust Empowers Caregiver and Spouse

A married couple were long-time clients of the firm. From the beginning of our relationship with them, the husband (John) worked and his wife (Jane) was disabled due to a progressive disease. As the husband began to approach retirement age, they came
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Retirement Plan Consulting Services For Businesses

Challenge:  XYZ Company was referred to us for 401(k) consulting. Their issues: they had an existing 401(k) plan, but interaction and communication was all online with no input or guidance from an advisor. As a result, communication (to the participants and to the
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Smith and Howard Family of Companies

When it comes to Smith and 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 and Howard Family of Companies can help you.

Client Relationship Summary

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.

Review the 2021 Client Relationship Summary

Community Involvement

We’re committed to giving back.

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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We’re Ready When You Are