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

Chad is a Raleigh, NC Fee-Only financial advisor with more than 20 years of experience in the financial services industry. He enjoys serving clients that are close to retirement as a fiduciary, to find the unique tax savings strategies available to them. He also specializes in helping employees and executives of technology companies make the best decisions with their corporate benefit programs. Now with over 100 episodes, he is the co-host and creator of the Financial Symmetry podcast. He’s been a contributor to Money Magazine and has been quoted and appeared in the Wall Street Journal, CNBC, and Bloomberg.

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

NAPFA Start Date

December 12, 2006


This Office

5438 Wade Park Blvd, Suite 310 Raleigh, NC 27607 Phone: (919) 851-8200 Fax: 888-494-7878