Originally founded in 1995 as the wealth management practice of the accounting firm Smith & Howard, Smith & Howard Wealth Management, LLC became an independent entity in 2021. The firm operates as a fiduciary, committed to a fee-only compensation model to ensure its advice is objective and aligned with clients' best interests. They offer personalized services including investment management, retirement planning, estate planning, tax strategies, and risk management, primarily catering to affluent clients seeking a holistic approach to their financial well-being.

Founded in

United States