Jonathan Smith

Greensboro/Winston-Salem, North Carolina Area, North Carolina United States

Experienced fee-only financial advisor and fiduciary at Jonathan Smith & Co. Investment Counsel

I have been helping people build, protect and manage wealth for more than 30 years. Since founding Jonathan Smith & Co. in 1988 as a fee-only, fiduciary investment management firm, I’ve focused on helping people navigate the ups and downs of Wall Street as they also navigated the ups and downs of life. Our mission is to help people build, protect and sustainably manage their investments through the all the changes life can bring – marriage, divorce, the raising and education of children, and the transfer of wealth from one generation to the next.