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Tim F. Agnew CPA/PFS, CFP®️ Managing Director

Tim’s nearly three decades of estate, income tax and personal financial planning experience, coupled with in-depth investment knowledge, bring immense value to our wealth management clients.

As Managing Director of Smith and Howard Wealth Management and a tax partner with Smith and Howard, Tim brings an unusual depth of knowledge and expertise to serving affluent families. His background in estate, income tax and personal financial planning coupled with his investment knowledge bring real value to our clients. His experience provides additional insights and benefit to business owners who are, or will be, planning their exit strategy and the layers of strategy and planning involved.

Tim leads a team of smart, experienced and incredibly dedicated professionals. His genuine interest in all facets of the lives of his clients permeates the entire practice.

Serving clients has always been a passion, but over the last 10 years of my career I have really grown to enjoy helping our people grow and develop. It is extremely rewarding to see people who you hired as an entry level associate advance to manager or partner level and know that you helped them get there.

®️Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®️, Certified Financial Planner™️ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Education

Georgia State University – Bachelor’s Degree in Accounting; Master of Taxation

Certifications/Organizations
  • Philanthropic Advisor Leadership Institute inaugural member
  • American Institute of Certified Public Accountants – Tax and Personal Financial Planning Division
  • Georgia Society of Certified Public Accountants – Estate Tax Committee
  • CFP® professional
  • Atlanta Tax Forum
  • Atlanta Estate Planning Council
  • Financial Planning Association
  • Georgia Federal Conference
Hometown

Charlotte, North Carolina

Interests + Hobbies
  • Travel
  • Eating & cooking
  • Wine
  • Exercising
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Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Lisa Curles Senior Client Service Specialist
Robert L. Kaercher Wealth Manager
Michael Mueller Wealth Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Chief Investment Officer