Smith Partners Wealth Management
Fee-Only Financial Planner and Investment Advisor serving the Greensboro, NC area.
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.
Justin Smith is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Justin Smith is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Justin Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Justin Smith is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Justin Smith is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Justin Smith
128 E Fisher Ave