Tim Agnew, CPA/PFS, CFP®
Tim’s two decades of estate, income tax and personal financial planning
experience, coupled with in-depth investment knowledge bring value to
our wealth management clients.
As Managing Director of Smith & Howard Wealth Management and a tax partner with Smith & Howard, PC, Tim brings an unusual depth of knowledge and expertise to serving affluent families. His background in estate, income tax and personal financial planning coupled with his investment advisory expertise bring real value to our wealth management clients.
Tim earned his BBA in Accounting and Master of Taxation from Georgia State University.
He is a member of the inaugural Philanthropic Advisor Leadership Institute class, a member of the American Institute of Certified Public Accountants, where he participates in the Tax and Personal Financial Planning Division, and the Georgia Society of Certified Public Accountants where he is a member of the Estate Tax Committee. Tim is a CFP® professional, a member of the Atlanta Tax Forum, the Atlanta Estate Planning Council and the Financial Planning Association. Tim is currently serving as President of the Georgia Federal Conference, where is has been a board member for several years. He is a speaker on financial planning and investment topics.
Born in Charlotte, he moved to Atlanta more than 25 years ago. After hours, Tim can be found outdoors, most often with his family. He enjoys hiking, camping, backpacking, boating, tennis and learning about wine.
® Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.