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 grown from approximately 2 to 3 employees based on available data.

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.

The Smith Group Tax and Wealth Advisors Global Highlights

North America
35

United States Of America
35

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
Finance

Contact profiles from The Smith Group Tax and Wealth Advisors

Name

Title

Contact Info

Location

Last Update

B. H. W.
Financial Planner
Mobile Phone
Email
United StatesSouth Carolina
Apr 15, 2026
J. B.
Founding And Managing Member
Mobile Phone
Email
Nov 25, 2024
J. B.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Apr 23, 2025
K. O.
Administrator
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

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 29801 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 April 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 April 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.

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The Smith Group Tax and Wealth Advisors Employee Directory

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