Full Service Family Office

Our team offers some of the most cutting edge and innovative strategies in the financial services industry. 

Thanks to our multidisciplinary approach, we reach well beyond the limitations of singular financial professionals working in isolation. SMD Consulting & Accounting, LLC combines tax, law, wealth management, and insurance services to provide a specialized family office experience.

When Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists collaborate, we believe this allows us to provide you with thoughtful and highly individualized solutions. This specialized family office experience, previously only available to ultra-high net worth individuals, allows us to provide comprehensive and proactive advice that helps you build and preserve life-long wealth.

various financial professionals in your life. High net worth individuals, medical practitioners, entrepreneurs, corporate executives, and their families may have multiple business entities, wide-ranging investments, tax-saving opportunities, and legal & insurance concerns, just to name a few. You need an advisor that can integrate a broad range of skills to align all your financial activities and their implications with your specific objectives.

We are CPAs, registered investment advisors, lawyers, and business owners, so you get the combined benefit of all those skill sets in one trusted advisor.

What are YOU getting “all under one roof”?