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4350 Congress Street Suite 400 Charlotte, NC 28209

704-571-7350
hbsmith@rwbaird.com
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The Smith Group


Meet our Wealth Management Team

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Market Volatility


How Should You React During Times Like These?

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Our Values

We want to help you benefit from your hard work. At The Smith Group, we make sure trust and integrity flow through all aspects of our practice.

H.B. Smith

H.B. Smith, MBA, CIMA®

Managing Director, Financial Advisor

704-571-7373

704-571-7355

Daniel Bryant

Daniel Bryant, AAMS®

Associate Financial Advisor

704-571-7372

704-571-7355

Lori Hahm

Branch Administrative Supervisor

704-571-7361

704-571-7355

Anthony Moffa

Anthony Moffa, CFP®

Financial Advisor

704-571-7395

704-571-7355

Our Practice

Our Practice

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. 

Our Awards

Our Awards

The Smith Group has been recognized as a premier wealth management team for many years.

Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

Perspectives on Estate Planning

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy
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Perspectives on Tax Planning

Perspectives on Tax Planning

Too often, taxes are only thought of once or twice a year
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Seeing the Big Picture

Seeing the Big Picture

To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.
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Let's Get In Touch

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