Adding Value for Businesses

Sound advice.

Businesses – including nonprofits – have investment challenges of their own. At Smith + Howard Wealth Management, we focus on two areas. First, we provide investment management services to nonprofits who have endowments. Second, we provide consulting services on retirement plans to employers who are searching for the right solution for their business along with a proactive advisor who stays on top of the changing retirement plan offerings.


Retirement Plan Consulting

Plans that work for you and your employees.

As a business owner or executive, you feel the profound responsibility of supporting your employees in planning for retirement. You want to be the kind of company investing in your employees’ long-term financial health. Smith + Howard Wealth Management can help you evaluate the best way to do that.

Unlike many firms, we do not sell or endorse proprietary products. Instead, we serve as consultants to help you design the right retirement plan solution such as structured profit sharing, a 401(k) plan, a cash balance plan or a traditional defined benefit plan. Our relationships with top retirement plan service providers allow us to present you with realistic and objective options that match your needs with the services of the provider.

Our advisors are with you every step of the way, helping you understand and address your role as fiduciary, meeting with plan trustees to establish priorities and helping guide development of the investment policy statement. We even help the plan sponsor determine the investment lineup or investment allocation for the plan.

Additionally, we can assist with 401(k) conversion services: searching for a new plan provider, working with you and your provider on plan design changes, monitoring the conversion and scheduling employee education and enrollment meetings.

Long after your plan is in place, we’ll be with you to provide state-of-the-plan review meetings, quarterly performance reviews, monitoring for compliance and assisting with such things as potential Department of Labor (DOL) audits.

We’re committed to understanding your business needs and investment requirements, while remaining available and responsive to you throughout the year. You can trust Smith + Howard Wealth Management to be objective at all times – looking out only for your best interests.

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Nonprofit Organizations

A focus on long-term financial viability.

Managing an endowment is more than a financial challenge – it’s about ensuring the achievement of a critical mission. Every dollar in a nonprofit’s endowment is important to the organization’s long-term ability to support that. It is essential for these investments to be overseen by objective, professional advisors who understand this challenging environment and what’s at stake.

The Smith + Howard Wealth Management team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services.

The organizations we work with benefit from access to our passion for their mission, our deep investment knowledge and expertise, as well as through our association with Smith + Howard – a nationally recognized accounting firm with a large nonprofit client family and dedicated team of CPAs who focus on nonprofit accounting, audit and tax needs. This special combination of our investment offerings and the nonprofit expertise within the Smith + Howard family of companies affords your organization unusually strong expertise and comprehensive advice.


We’re Ready When You Are