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Smith & Howard Wealth Management, LLC

Headquartered in ATLANTA, GA

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Firm Information

Smith & Howard Wealth Management, LLC is a Registered Investment Advisor based in Atlanta, GA. They manage over $646 million in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. The firm is committed to providing personalized financial advice and helping clients achieve their financial goals.

Smith & Howard Wealth Management, LLC

271 17TH STREET NW

ATLANTA, GA 30363

$646.54M

Assets Under Management

8

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SMITH & HOWARD WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at Smith & Howard Wealth Management, LLC

View All 7 Advisors
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Jace William Brooks

RA

ATLANTA, GA

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Timothy Fair Agnew

CFP®, PFS®, RA

ATLANTA, GA

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Michael Christopher Mueller

CFP®, RA

ATLANTA, GA

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Unclaimed
Valerie Jackson Nichols

CFA®, RA

ATLANTA, GA

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Julio Barahona

RA

ATLANTA, GA

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Bradley Dale Swinsburg

CFA®, RA

ATLANTA, GA

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Unclaimed
Robert Lloyd Kaercher

RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Smith & Howard Wealth Management, LLC.

Frequently Asked Questions (10)

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