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The Smith Group Tax and Wealth Advisors Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

The Smith Group Tax and Wealth Advisors is a small financial services practice based in Aiken, South Carolina. It provides a broad range of financial planning and wealth advisory services to individuals and business owners, with a focus on proactive planning to help clients pursue defined life goals.

Financial planning and investment advisory services are delivered through Integrated Planning LLC, a registered investment adviser in South Carolina. The firm operates as a full-service financial services provider with a local footprint, supported by a compact team.

Find The Smith Group Tax and Wealth Advisors employees' phone numbers or email addresses

The Smith Group Tax and Wealth Advisors Global Highlights

Location
Employees

North America
107

Minus sign iconPlus sign icon
  • United States Of America
    107

The Smith Group Tax and Wealth Advisors's Leadership

  • Stylized image of a person
    T. M. D. C. I. C.
    Chief Compliance Officer And Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    W. S.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. V.
    Construction Inspector
    Mobile Phone
  • Stylized image of a person
    J. B.
    Founding And Managing Member
    Mobile Phone

The Smith Group Tax and Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Finance

Contact profiles from The Smith Group Tax and Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. M. D. C. I. C.
    Chief Compliance Officer And Senior Financial Advisor
    Mobile Phone
    Jul 29, 2024
  • Stylized image of a person
    W. S.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. V.
    Construction Inspector
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    J. B.
    Founding And Managing Member
    Mobile Phone
    Nov 25, 2024

Frequently Asked Questions

What is The Smith Group Tax and Wealth Advisors known for?

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-803-649-****
. Explore The Smith Group Tax and Wealth Advisors's company overview page for more information.

What is The Smith Group Tax and Wealth Advisors's most common email format?

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Smith Group Tax and Wealth Advisors email formats with LeadIQ.

How many employees does The Smith Group Tax and Wealth Advisors have currently?

Minus sign iconPlus sign iconThe Smith Group Tax and Wealth Advisors has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Smith Group Tax and Wealth Advisors's key employees and leadership?

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As of August 2026, The Smith Group Tax and Wealth Advisors's key employees include:

  • Chief Compliance Officer And Senior Financial Advisor: T. M. D. C. I. C.
  • Owner: W. S.
  • Construction Inspector: J. V.
  • Founding And Managing Member: J. B.

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