Our Firm's History
In January 1988, Tony Smith established Anthony Smith Advisors, Inc., serving as President and financial advisor to senior executives of major public and private companies. He also provided financial planning, tax, estate planning, and investment advice, working with other key advisors. Then in December 1991, Tony closed the firm when one client needed assistance in going public.
In May 1994, Tony re-opened Anthony Smith Advisors, Inc. and eventually moved the offices from downtown Atlanta to its current location in Buckhead, to be nearer to the majority of his clients. Since the move to Buckhead, the firm has enjoyed tremendous growth, adding several advisors and administrative support to help manage the expanding client base and the assets under management.
Currently Anthony Smith Advisors, Inc. operates under an employee ownership model, with Tony and several other principals sharing equity in the firm.
What Sets Us Apart
For over twenty years, we have been creating long-term relationships with individuals and families. We value these relationships, serving more than 150 families, primarily in the Southeast.
Each financial plan and investment portfolio is individually tailored to a client's specific goals and circumstances. We pride ourselves in having a flexible, personalized style.
We are fee-only, which means we take no commissions, and are objective in our analysis and recommendations. We are not affiliated with any bank, broker, insurance company, or financial services firm. You will receive objective analysis and recommendations.
All of our professional advisors are Certified Financial Planners (CFP) and/or Certified Public Accountants (CPA). Several have advanced business, legal, or tax degrees, combined with years of business and advisory experience.