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 investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans and charitable organizations. The firm provides financial planning, ongoing portfolio management (primarily via mutual funds and ETFs), retirement plan consulting, and access to separate account managers, managing roughly $727 million for about 217 clients with a six‑advisor team. The firm builds a client-specific Investment Plan at onboarding and generally implements it on a discretionary basis, allocating across mutual funds, ETFs and, where appropriate, individual equities and fixed-income securities. It may employ outside separate account managers, aggregate trades for execution, and the brochure notes a range of potential strategies (including short sales, options and margin transactions) while stating margin is not a firm-level strategy and that clients may elect to borrow against accounts subject to documented margin risks. Noteworthy aspects relative to peers include formal affiliations with a professional services affiliate that provides accounting and tax expertise and shared personnel, and a multi‑tiered ownership structure with a controlling interest held by an entity linked to private equity (TPG Growth), both of which the firm discloses as material relationships. The firm also documents practices around borrowing in client accounts and the use of affiliated advisers and separate managers (with separate fees and account requirements), features that are less common among similarly sized team firms.
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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 23
| |
Atlanta, GA
| 6
| |
Atlanta, GA
| 16
| |
Atlanta, GA
| 5
| |
Atlanta, GA
| 10
| |
Atlanta, GA
| 17
|
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