Smith & Co., LLP was founded by Brad Smith in 2005 as a CPA firm providing accounting and taxation services to families and business owners in Southwest Florida. In 2013 Brad reorganized the firm to provide comprehensive wealth management services. The firm has relocated to Franklin, Tennessee and retains an office in Naples, Florida serving clients in both locales.
We are all stewards of the individual talents and earthly possessions that God provides. My desire is to counsel clients in the proper stewardship of wealth with His principles as a guide. Wealth management decisions are complicated by the enormous variety of investment options, burdensome taxation, and risk factors. My role is to filter these inputs into an understandable and cohesive management process that advances your financial objectives.