Chad Smith (BS, CFP®)

Chad Smith focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Tax Planning for High Income Earners

Stock Options

Inheritance Decisions

Retirement Transitions

Consolidation and Organizing Entire Financial Picture

401k Planning

Additional Information

Click here to see more detail (with family pictures).

By using my 18 years of experience and the education I earned with my CFP® license, I work to help clients build their wealth, so they can spend more time enjoying it.

I'm proud to be a member of NAPFA, an organization that’s made up of advisors who put client interests first.

I've been featured and appeared in several national publications including Money Magazine, The Wall Street Journal, Bloomberg, Financial Planning Magazine, Triangle Business Journal, and Investment News.

I grew up in the small western NC town of Hudson. After attending and falling in love with NC State, I made his permanent home in Raleigh, NC. My wife and I have two young daughters.