Jonathan Smith
Experienced Fee-Only Financial Planner and Fiduciary
- Role
- Investment Committee Member at The Community Foundation of Greater Greensboro
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Jonathan Smith
I founded Smith Partners Wealth Management, LLC in 1988 as a fee-only financial planner, fiduciary, and investment management firm. I create accurate, up-to-date financial plans, conduct risk tolerance assessments (both emotional and financial), deliver comprehensive fee-only investment management services, and collaborate with legal, tax, insurance, and philanthropy professionals.DISCLOSURE: The materials and articles found here are the opinions of the authors. Information is not intended to provide specific advice or recommendations for any individual. You should consult with your professional regarding your situation. Although we conduct due diligence on the materials and information, Smith Partners Wealth Management may be unable to verify the content. The content is subject to change and could become materially inaccurate without notice. For additional information about Smith Partners Wealth Management, please visit the SEC Website at https://adviserinfo.sec.gov/firm/summary/112231. For a copy of the firm’s ADV Part 2 Brochure, Form CRS, and Privacy Notice, don’t hesitate to get in touch with Anne Flegal Smith at 33••••••88.
Experience
Investment Committee Member
The Community Foundation of Greater Greensboro
Jan 2019 — Present · Greensboro, NC, US
Education
Guilford College
B.A.S., Management
1972 — 1976
The University of the South
Liberal Arts
1969 — 1970
Skills
- Wealth
- Asset Management
- Philanthropy
- Wealth Management
- Leadership
- Portfolio Management
- Finance
- Financial Planning
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Investment Strategies
- Investments
- Financial Advisory
- Investment Advisory
- Estate Planning
- Investment Management
- Equities
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