Expanding our capabilities through trusted affiliations
Smith & Howard Wealth Management, LLC, ("SHWM") an SEC Registered Investment Advisor, is our sister firm. SHWM serves as Your Family's CFO to high net worth individuals and families with investment, financial and retirement planning, tax planning, legal coordination and administrative oversight. The firm also provides 401(k) consulting to businesses and investment advisory services to nonprofit organizations. Visit their web site here.
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.