About SGA
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.
Built on professionalism, integrity, and a genuine commitment to people, SGA provides clients with the tools and insights they need to achieve success — not just for today, but for the long term.
Beyond The Numbers and Beside YOU.
Our Promise
You’ll receive timely, accurate work and unwavering support from a team that values your trust as much as your business.
Rooted in Wilmington
Creating a Community for Impact
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.
Breaking Ground and Building Bridges in Wilmington
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.
Ready to talk business transitions?
Let’s connect.
The SGA Difference
At SGA, we don’t just process numbers — we interpret them to help you see the full story behind your business. Our analytical approach transforms financial data into actionable insight, ensuring you have the reliable information you need to make powerful, informed decisions.
We treat every client as if they’re our only client. Through responsive communication, collaborative problem-solving, and genuine care, we aim to make every interaction meaningful, productive, and personal.
Our Commitment
At SGA, we promise to listen first, communicate clearly, and deliver solutions that move your business forward.
When you partner with us, you gain more than a financial team — you gain trusted advisors who are dedicated to your growth from start to finish.
What We Believe In
Integrity: Doing what’s right — always.
Professionalism: Delivering excellence with respect and accountability.
Confidentiality: Protecting every client’s information and trust.
Compassion: Understanding the people behind every business.
Excellence: Turning data into insight and insight into growth.
Community Commitment: Giving back to the city that supports us.
Our Mission
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.
FAQS
What accounting services do you offer?
We offer a comprehensive range of accounting services tailored to meet the unique needs of businesses. Our services include bookkeeping, financial reporting, tax optimization and compliance, payroll management, budgeting and forecasting, audit preparation, and more. Whether you're a small startup or a large corporation, our team of experts can provide the financial support you need to thrive.
How do your fees work, and are they affordable?
Our fee structure is designed to be transparent and competitive. We understand that cost is a concern for many businesses. The exact fees can vary depending on the scope and complexity of the services you require. We offer customized pricing packages to ensure you only pay for the services you need. Our goal is to provide high-quality financial services that are not only effective but also affordable. We're happy to discuss your specific requirements and provide a clear, upfront estimate.
How can I be sure my financial data is secure with your company?
We take data security seriously. Your financial data is treated with the utmost care and protected using industry-standard security measures. Our systems are regularly updated and audited to ensure they meet the highest security standards. Additionally, our team undergoes rigorous training to maintain the confidentiality and integrity of your data. You can trust that your financial information is safe when you partner with us. If you have specific security concerns or questions, please don't hesitate to reach out, and we'll be happy to address them.
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