At Smith Group Advisors (SGA), we’re more than accountants — we’re your partners in growth. As a full-service financial advisory firm, we guide business owners through every stage of their journey, from formation to retirement and beyond. Whether you’re launching your first company, planning for expansion, or preparing for an exit, our team delivers personalized financial solutions designed to empower confident decision-making.
SGA’s growth has always been local, organic, and community-focused. We believe that successful businesses are built in strong communities — and that’s why we give back through service, leadership, and volunteerism.
Our founder and team members are actively involved in local organizations including the Rotary Club, UNCW Seahawk Club, and the City of Wilmington Parks & Recreation Advisory Board. We’re proud to help build a community where both businesses and people can thrive.
Yesterday’s groundbreaking for Phase II of Olsen Park was a proud moment, both for our community and personally. As Chair of the Wilmington Parks & Recreation Advisory Board, I’m honored to support inclusive recreation projects like the Miracle Field and upcoming pickleball courts, trails, and more.
At the same time, I’m excited to announce a major milestone in my professional journey: Transworld Business Advisors of Wilmington has officially merged with the powerhouse, Transworld Business Advisors of Eastern North Carolina. This new chapter brings greater resources, deeper regional reach, and expanded support for local entrepreneurs. This partnership strengthens our ability to help business owners in Wilmington and beyond buy, sell, grow and plan exit strategies with expert guidance. Just like with Olsen Park, it’s about building a future we can all be proud of.
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To guide and empower clients through every stage of their business journey with professionalism, integrity, and personalized financial expertise. We take pride in helping clients build, grow, and transition their businesses with clarity and confidence, offering support that goes far beyond traditional accounting.

Doing what’s right — always.

Delivering excellence with respect and accountability.

Protecting every client’s information and trust.

Understanding the people behind every business.

Giving back to the city that supports us.

Turning data into insight and insight into growth.




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