Where are Smith Financial Planners employees located globally?

Smith Financial Planners has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Smith Financial Planners's team size changed over time?

Smith Financial Planners's team has decreased from approximately 4 to 3 employees based on available data.

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Smith Financial Planners Employee Directory

Financial ServicesAlabama, United States2-10 Employees

Smith Financial Planners, LLC operates in the financial services sector with a focus on Biblically Responsible investing. The firm emphasizes opportunities to invest in companies it identifies as creating value through ethical and sustainable activities, aiming to align clients’ portfolios with their values while pursuing financial goals. Its approach centers on helping clients develop a comprehensive financial plan and guiding them through ongoing execution and year-to-year updates, effectively acting as a financial GPS to map current position to desired objectives.
Based in Birmingham, Alabama, the company serves a professional advisory market with a small team, focusing on personalized planning and long-term guidance. The stated mission reflects a commitment to integrity, value creation, and prudent stewardship within its investment and planning services.

Smith Financial Planners Global Highlights

North America
4

United States Of America
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Smith Financial Planners's Leadership

T. S.
President
Mobile Phone
Email
T. S.
President
Mobile Phone
Email
T. S.
President
Mobile Phone
Email
M. F.
Vice President
Mobile Phone
Email

Smith Financial Planners Employee Metrics

100%

50%

2026

2025

Banking
Business
Other

Contact profiles from Smith Financial Planners

Name

Title

Contact

Location

Last Update

T. S.
President
Mobile Phone
Email
United States, Alabama
May 20, 2025
T. S.
President
Mobile Phone
Email
United States, Alabama
May 29, 2025
T. S.
President
Mobile Phone
Email
United States, Alabama
Oct 17, 2024
M. F.
Vice President
Mobile Phone
Email
United States, Alabama
May 29, 2025

Frequently Asked Questions

What is Smith Financial Planners known for?

Smith Financial Planners was founded in 2004 and operates in the Financial Services industry. You can contact Smith Financial Planners's main corporate office by phone at

+1-205-983-****

. Explore Smith Financial Planners's company overview page for more information.

What is Smith Financial Planners's most common email format?

Smith Financial Planners employees' email format typically follows the pattern of First@smithfinancialplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Smith Financial Planners email formats with LeadIQ.

How many employees does Smith Financial Planners have currently?

Smith Financial Planners has approximately 7 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are Smith Financial Planners's key employees and leadership?

As of August 2026, Smith Financial Planners's key employees include:

President: T. S.
President: T. S.
President: T. S.
Vice President: M. F.

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Smith Financial Planners Employee Directory

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