Clinton G. Smith III, CPA, CFP®
Senior Wealth Advisor
Clint is a CERTIFIED FINANCIAL PLANNER™ professional and CPA committed to guiding clients through a comprehensive financial planning and investment management process that is proven to achieve long-lasting relationships and goal achievement.
As a Senior Wealth Advisor, Clint is a hands-on team member dedicated to providing consistent, responsive, and overall exceptional client service. He offers wealth management and financial planning services to private individuals, families, business owners, corporate executives, and others, helping them define their priorities, lifestyle needs, and milestones. His experience includes advising clients through business transaction planning, retirement planning, multi-generational planning, charitable giving analysis, estate planning, and other financial advisory services.
Previously, Clint worked for ten years in assurance services in the public accounting industry. He provided audit and accounting services to organizations across several industry groups, including manufacturing and distribution, gaming, hospitality, financial services, construction, and employee benefit plans. The organizational structure of these clients ranged from closely-held corporations and pass-through entities to private-equity owned corporations and Fortune 1000 publicly traded companies.
Outside of work, Clint enjoys spending time with his wife Jackie and their three children, playing golf, attending sporting events, and reading. He is also passionate about the success of our community. Currently, he is making a difference by serving as the President of the Board of Directors for the Boys and Girls Club of Harrisburg. Clint is also a graduate of Leadership Harrisburg Area’s Community Leadership Series.