A complete list of active advisors currently associated with Smith & Howard Wealth Management, LLC

Warmer can help you find a great advisor at Smith & Howard Wealth Management, LLC or one who fits your needs even better.

Smith & Howard Wealth Management is a discretionary wealth manager serving individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, corporations and charitable organizations, managing approximately $726.9 million for about 217 client relationships with a team of six advisors. The firm offers comprehensive financial planning, ongoing portfolio management, retirement plan consulting and fiduciary services, and may implement client plans using separate account managers. The firm’s process centers on developing a Financial Profile and an Investment Plan for each client and investing primarily in mutual funds and ETFs while using individual equities and fixed income as appropriate; accounts are generally managed on a discretionary basis. In implementation the firm may recommend third‑party managers and notes that clients may elect to borrow against portfolios (margin/borrowing), with the brochure describing the attendant risks and controls. Noteworthy differences from many peers include formal affiliations with an accounting firm and other related entities and holding companies; the brochure discloses that principals and employees of affiliated firms may perform services for one another and that SHWM compensates the affiliated accounting firm for work, a structure the firm discloses as a potential conflict. The firm also highlights ERISA-focused retirement plan work (including non‑discretionary and potential 3(38) investment manager roles) and a documented process for evaluating fund sponsors and manager relationships when selecting pooled investments.

To learn more about the advisors currently working at Smith & Howard Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.