Contey Smith
CFP®
Motus Wealth
Co-Founder and Wealth Advisor
Contey Smith
CFP®
Motus Wealth
Co-Founder and Wealth Advisor
As a fee-only financial planner and fiduciary, I partner with clients to help them realize their goals. - Contey Smith, CFP®
Let’s build the future that matters most to you. Serving clients locally and across the country.
Contey Smith is an Atlanta, GA fee-only financial planner serving clients locally and across the country. Motus Wealth offers comprehensive financial planning, including cash flow and debt management concepts, retirement planning, tax planning, and investment planning to help individuals, families, professionals, and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Contey Smith is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Contey Smith is Co-Founder and Co-CEO of Motus Wealth. After nearly a decade at two Atlanta-area firms, Contey developed a diverse background in client-facing planning and portfolio management — a wide-ranging skillset that Motus clients benefit from today.
Contey has a love for both personal finance and helping people achieve their financial goals—and it really shows. Her commitment to providing a high level of service is evident through her caring, proactive approach, and exceptional can-do attitude. In addition, Contey is extremely passionate about furthering diversity within financial planning and volunteers her time to help women and people of color who are just getting into the field.
When Contey isn’t at the office, she sits on the University of Georgia’s Financial Planning Alumni Advisory Board and serves on the membership board for the Association of African American Financial Advisors (AAAA). In her free time, she enjoys volunteering with Victory Church, cheering on the Atlanta Falcons and Georgia Bulldogs, and exploring new places and cultures with her husband and two daughters.
Education & Designations
- University of Georgia Bachelor of Science - Financial Planning
- CERTIFIED FINANCIAL PLANNER™ Professional
Professional Affiliations & Distinctions
- National Association of Personal Financial Advisors, Member
- UGA Financial Planning Alumni Advisory Board, Member
- Association of African American Financial Advisors, Member
- Association of African American Financial Advisors 50 Under 50 - Inaugural Class of 2021
Contey Smith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our Mission
Providing customized financial planning and investment management to help create and sustain wealth for individuals and families.
Where And How You Invest Your Wealth Today Shapes Your Tomorrow.
It’s really that simple. At Motus Wealth, we help you figure out the where and how—all driven by your “why.” Your “why” might be your legacy, or handing down a business, or ensuring your kids have all their needs covered, or living comfortably during all those years of retirement. Maybe all of the above. Whatever the case, whatever your goals, we’ll listen closely, think holistically, and deliver a sound, strategic plan that ensures tomorrow will be in the best shape possible.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Equity Compensation
- Investment + Portfolio Management
- Legacy Planning
- Cash Flow + Tax Planning
- Retirement Planning
Ideal Clients
- Tech Employees
- Growing Families
- Business Owners and Executives
- Windfall Management
- Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Contey Smith is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Contey Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Contey Smith is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Contey Smith is a Member of the Association of African American Financial Advisors (AAAA)The Association of African American Financial Advisors (AAAA) is a non-profit membership organization for African American financial advisors and affiliated professionals. AAAA works in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations. AAAA fosters the value of financial planning and advances the financial planning profession.
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Contey Smith was Honored with the 2023 Emily Quinn Pou Professional Achievement Award from the University of Georgia College of Family and Consumer Sciences
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Contey Smith was Nominated for the Association of African American Financial Advisors 50 Under 50 Program in 2021
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Contey Smith Serves as Treasurer of the Board for HEALS: Helping Eyes Against the Loss of Sight
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Contey Smith Contributes to Charles Schwab's Learning Hub: "Impart Key Values to Your Kids With the Help of an Independent Financial Advisor"
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Contey Smith Contributes to Charles Schwab's Learning Hub: "How a Customized Plan Can Help You Preserve Wealth"
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Contey Smith is Quoted on The Lenders Network: "14 Expert Tips to Pay Off Debt Quicker"
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Motus Wealth is a Supporter of Hebron Christian Academy
Contact Contey Smith
Office Locations:
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3355 Lenox Road NE
Suite 1000
Atlanta, GA 30326
