Rob Kaercher

With over 15 years at Smith & Howard Wealth Management, my focus is on empowering clients through meticulous financial planning and investment management. We, as a team, have a steadfast commitment to our clients, ensuring they are equipped with a comprehensive financial plan that encompasses not just asset growth, but also tax efficiency, risk management, and estate considerations. Our affiliation with a leading accounting firm amplifies our ability to deliver insightful and holistic financial guidance. Recognizing the uniqueness of each client's journey, whether approaching retirement or managing wealth post-liquidity events, our services are tailored to maximize benefits. Partnering with business owners, we explore avenues beyond traditional retirement savings, leveraging tax-ad...