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. 

NAPFA Start Date

December 12, 2006


This Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878