Smith + Howard Wealth Management is a boutique, SEC-registered investment advisory firm that offers personalized financial services, including investment management, financial and estate planning, and tax strategies. They emphasize building deep client relationships through tailored advice and responsive service, supported by a team of certified professionals.

Their investment approach focuses on diversification, tax efficiency, and long-term value, guided by an in-house Investment Policy Committee. With a transparent fee structure starting at 1% of assets under management, they cater to clients with $500,000 or more in investable assets, offering comprehensive financial planning services for portfolios exceeding $1 million.

Recognized for their commitment to integrity and excellence, Smith + Howard Wealth Management was ranked No. 39 on CNBC’s Top 100 Fee-Only Wealth Management Firms list, reflecting their dedication to client-centric service and professional standards.