Justin Smith| CFP®, CFA®
Smith Partners Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Justin Smith is a Greensboro, NC Fee-Only Financial Planner serving Greensboro and all surrounding areas. Since 1988, Smith Partners Wealth Management has specialized in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Justin Smith is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Analyst (CFA)
Justin Smith and the team at Smith Partners Wealth Management have a rare combination of being an advisors and planners with a head and a heart.
Our approach to planning is heavy on financial models, detailed scenarios and rigorous attention to detail. But in the same moment, we know that some of the most important factors in successful financial planning cannot be found on a spreadsheet full of numbers. The SPWM planning process explores questions like: "when are you happiest?", "where do you give away your time and money?" and "what kind of legacy do you want to leave?"
Justin is well-respected in the financial community in Greensboro, in the state of North Carolina, and on a National level. Before he was 30, he had earned two of the most prestigious achievements for a Financial Advisor and Planner. He is both a Chartered Financial Analyst® (CFA®) charterholder and a Certified Financial Planner™ (CFP®) professional.
He is the former President of the 300 member Greensboro Chapter of the Society of Financial Service Professionals (SFSP) and former board member of the CFA Society of North Carolina. He also currently serves on the National Board of Directors for the 10,000 member Society of Financial Service Professionals.
An idea that is central to Smith Partners Wealth Management's planning process is that our happiest clients are not the ones with the most money, but rather they are the ones who 1) live within their means and 2) give their time and money away to things they are passionate about. In that same idea, Justin gives himself to Young Life College where he is an active mentor of college guys at UNC Greensboro. He also serves on the board of the Crescent Rotary Club of Greensboro. He also spends considerable time "Shining a Light on Hunger" by helping start and continue the work of Greensboro's Lighted Christmas Balls which have helped feed over 900,000 meals to the homeless and hungry in our community. His TEDxGreensboro talk on the movement can be found here.
Justin graduated magna cum laude from North Carolina State University and holds a B.S. degree in Business Management with a concentration in Finance and a minor in Economics. He was one of eight University Scholars in his major and a member of Omicron Delta Epsilon, the Economics honors society. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Chartered Financial Analyst (CFA) Institute.
At Smith Partners Wealth Management, we serve a select number of client families. Knowing that each client's wealth management needs are different, we provide customized solutions, built around a deep understanding of your situation and goals. Our clients are known by name, not by an account number. While you may have one point of contact at the firm, every partner or associate is of service to you.
For our clients, time is a precious and scarce commodity; once gone, time cannot be replaced. Worrying over plans and goals steals valuable time. This is where we add value and can make a difference. Working closely to understand your unique needs, hopes, and concerns, we develop an overall wealth management strategy that’s aligned with your stage in life, risk tolerance, and goals.
Smith Partners Wealth Management serves around 100 families with 283 unique accounts in 12 different states. The nearest client lives less than one half mile from our office and the farthest, in Maine.
Integrity is one of our prized values. Each team member adheres to a strict code of ethics and takes responsibility for meeting the highest standards of our profession. SPWM is registered with the State of North Carolina and is a fee only advisor. The firm does not sell any products or benefit from stock trade commissions or wrap fees.
We work closely with our clients’ accountants, attorneys, charitable foundations, and other advisors to contribute to an integrated plan of wealth management and client care.