Smith & Howard Wealth Management, LLC

Robert Kaercher is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith & Howard Wealth Management since 2010. Smith & Howard Wealth Management is an SEC-registered team serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, managing approximately $646.5 million in discretionary assets.

Bradley Swinsburg is a CFA® charterholder with 16 years of industry experience. He has been with Smith & Howard Wealth Management, LLC since 2016, including five years at Hirtle, Callaghan & Co., LLC prior to that. He holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Smith & Howard Wealth Management is an SEC-registered wealth management team serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, and access to separate account managers, managing approximately $646.5 million in discretionary assets.

Valerie Nichols is a CFA® charterholder with nine years of industry experience. She has been with Smith & Howard Wealth Management, LLC since 2016 and previously worked at SunTrust Advisory Services and SunTrust Bank. Smith & Howard Wealth Management is an SEC-registered wealth management team serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops customized financial profiles and investment plans, managing portfolios primarily through mutual funds and ETFs with discretionary oversight and quarterly reviews.

Timothy Agnew is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He has worked at Smith & Howard Wealth Management, LLC since 1999 and has been a partner at Smith & Howard, P.C., a CPA and consulting firm, since 1991, dedicating a significant portion of his time to wealth management. Smith & Howard Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and charitable organizations. The firm uses a financial planning and investment process focused on mutual funds, ETFs, individual equities, fixed income, and separate account managers, managing portfolios primarily on a discretionary basis.

Julio Barahona is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds a Series 65 designation and has six years of industry experience. Prior to joining Smith & Howard in 2018, he worked at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is an SEC-registered team serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, and access to separate account managers, managing approximately $646.5 million in discretionary assets.

Michael Mueller is a CFP® professional with nine years at Smith & Howard Wealth Management, LLC and a total of four years in the financial industry. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Based in Atlanta, GA, he is part of a six-advisor team. Smith & Howard Wealth Management is an SEC-registered team serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, managing approximately $646.5 million in discretionary assets. Their investment approach involves developing a Financial Profile and Investment Plan for clients, implemented mainly through mutual funds and ETFs, with selective use of individual equities, fixed income, and separate account managers.