Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Smith is a financial advisor with Homrich Berg. Sarah has been in the financial services industry since 2018. Sarah is a Certified Financial Planner and has passed the Series 63 exam. Sarah has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and institutions. Sarah provides a range of financial services, including financial planning, portfolio management, and bill pay services. Sarah's current employment is with Homrich Berg, located in Atlanta, Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
11/21/2024 - Present
Homrich Berg (ATLANTA GA)
Active
Inactive
Not sure Sarah Smith is the right advisor for you? Invested Better is here to help.
