Expanding our capabilities through trusted affiliations
Smith & Howard Wealth Management serves the wealth management needs of affluent individuals, families and nonprofits. SHWM is an SEC Registered Investment Advisor, which ensures that advice and services are provided in a manner that serves our clients’ interests first. The firm was founded in 1999 when the partners of Smith & Howard saw that our clients needed to have more integrated – and completely objective – oversight of their investments, tax and financial plans. While Smith & Howard and Smith & Howard Wealth Management are separate entities, we continuously leverage off each other’s experience and knowledge to provide exceptionally well-rounded guidance.
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.