Here at Smith Group Advisors we go above an beyond to put you in the best financial position,
while maintaining confidentiality and providing excellent service
We help individuals and businesses make informed financial decisions by creating tailored strategies to minimize taxes, maximize wealth, and ensure smooth estate transitions. Our approach focuses on long-term growth, security, and legacy planning.
Through independent verification and assurance, we provide confidence in financial reporting. Our attestation services include audits, reviews, and agreed-upon procedures, helping stakeholders trust the accuracy and reliability of your financial information.
Our advisory services provide actionable insights to improve business operations, increase profitability, and support strategic growth initiatives. We work closely with clients to identify opportunities, solve complex challenges, and achieve measurable results.
We manage comprehensive accounting and payroll solutions to keep your business compliant and efficient. From bookkeeping and financial reporting to payroll administration, we ensure accuracy, timeliness, and peace of mind.
We act with the highest standard of care in managing and protecting clients’ assets. Our fiduciary services include trust and estate administration, ensuring that your financial interests and legacy are preserved and managed responsibly.
Planning a business exit is complex, and we guide owners through every step to maximize value and ensure a seamless transition. Whether selling, merging, or passing the business to the next generation, we create strategies that align with your goals.
We provide expert guidance on acquiring, selling, or leasing real estate owned by your business. Our goal is to help clients optimize operational efficiency, improve cash flow, and make real estate decisions that support long-term growth.
Determining the fair market value of a business is critical for sales, mergers, financing, or succession planning. Our professional valuations provide clear, accurate, and actionable insights to guide your business decisions with confidence.