What departments does The Smith Group Tax and Wealth Advisors have?

The Smith Group Tax and Wealth Advisors has employees across 7 departments including Business, Finance, Program & Project Management, Operations, Engineering.

What is the largest department at The Smith Group Tax and Wealth Advisors?

The largest department at The Smith Group Tax and Wealth Advisors is Finance with 3 employees.

Where are The Smith Group Tax and Wealth Advisors employees located globally?

The Smith Group Tax and Wealth Advisors has employees across 2 continents and 2 countries including United States Of America, Australia.

How has The Smith Group Tax and Wealth Advisors's team size changed over time?

The Smith Group Tax and Wealth Advisors's team has remained stable from approximately 2 to 2 employees based on available data.

The Smith Group Tax and Wealth Advisors Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

At The Smith Group, we understand the process of life planning and the importance of a proactive plan in order to achieve set goals.  Our mission is to identify value-added products & and services, assist in planning, and provide any assistance that might be needed in preparing a successful life plan.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing useful financial information.

Financial planning and Investment Advisory services are offered through Integrated Planning LLC (IPL), a Registered Investment Advisor in the State of South Carolina. For more information, please visit www.adviserinfo.sec.gov.

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

The Smith Group Tax and Wealth Advisors Global Highlights

North America
37

United States Of America
37

Oceania
1

Australia
1

The Smith Group Tax and Wealth Advisors's Leadership

T. M. D. C. I. C.
Chief Compliance Officer And Senior Financial Advisor
Mobile Phone
Email
D. U.
President
Mobile Phone
Email
W. L. S.
Business Owner
Mobile Phone
Email
K. S.
Owner/Tax Advisor
Mobile Phone
Email
W. S.
Owner
Mobile Phone
Email
B. P.
Senior Project Manager
Mobile Phone
Email
H. M.
Marketing And Operations Manager
Mobile Phone
Email
K. P.
Quality And Development Manager
Mobile Phone
Email

The Smith Group Tax and Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from The Smith Group Tax and Wealth Advisors

Name

Title

Contact Info

Location

Last Update

W. L. S.
Business Owner
Mobile Phone
Email
United StatesKansas
Feb 17, 2026
K. S.
Owner/Tax Advisor
Mobile Phone
Email
United StatesUtah
Nov 14, 2025
D. U.
President
Mobile Phone
Email
United StatesMaryland
Oct 17, 2024
T. M. D. C. I. C.
Chief Compliance Officer And Senior Financial Advisor
Mobile Phone
Email
Jul 29, 2024
W. S.
Owner
Mobile Phone
Email
Oct 17, 2024
B. P.
Senior Project Manager
Mobile Phone
Email
United StatesMichigan
Mar 25, 2026
H. M.
Marketing And Operations Manager
Mobile Phone
Email
United StatesSouth Carolina
Jan 15, 2026
K. P.
Quality And Development Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. H. C.
Marketing Manager
Mobile Phone
Email
United StatesUtah
Jul 30, 2024
T. S.
Managing Member
Mobile Phone
Email
United StatesDelaware
Feb 17, 2026

Frequently Asked Questions

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

The Smith Group Tax and Wealth Advisors was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 135 Laurens Street Southwest Suite 200 Aiken, South Carolina United States; 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?

The 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?

The Smith Group Tax and Wealth Advisors has approximately 5 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

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

As of February 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.
President: D. U.
Business Owner: W. L. S.
Owner/Tax Advisor: K. S.
Owner: W. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking