Smith + Howard Wealth Management Named Top 100 Wealth Management Firm

by: Smith and Howard

May 15, 2014

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Smith and Howard Wealth Management (SHWM) has been named one of the nation’s Top 100 Fee-Only Wealth Management Firms by CNBC. The methodology used by he CNBC Digital editorial team and Meridian-IQ, used scores for each measure listed below that were weighted according to a proprietary formula to arrive at a final total rank:

  • Assets under management
  • Having staff with professional designations such as a CFP or CFA
  • Working with third-party professionals such as attorneys or CPAs
  • Average account size
  • Client segmentation
  • Growth of assets
  • Years in business
  • Number of advisory clients
  • Providing advice on insurance solutions

Smith and Howard Wealth Management serves as the “Chief Financial Officer” to our clients, providing personal, hands-on guidance in all areas affecting wealth. We serve affluent individuals and families, nonprofits and businesses in need of 401(k) consulting. For more information, contact any Smith and Howard Wealth Management team member at 404-874-6244.

How can we help?

If you have any questions and would like to connect with a team member please call 404-874-6244 or contact an advisor below.