About
Nathan Smith, a Wealth Adviser with OneDigital, specializes in serving others by developing and implementing customized wealth management strategies tailored to clients' priorities. Nathan is skilled in guiding his clients through various financial scenarios such as investment management, college planning, retirement planning, and estate planning.
Nathan holds a Master's in Business Administration with a concentration in Finance from the W.P. Carey School of Business at Arizona State University and a Bachelor's in Science from Furman University. Nathan is a Certified Financial Planning candidate with the Certified Financial Planner Board of Standards and holds a FINRA Series 65 securities license.
Prior to One Digital, Nathan played baseball professionally for the Los Angeles Angels of Anaheim. Nathan currently resides in Atlanta, GA, and enjoys being outdoors, fitness, and traveling.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Gouldin & McCarthy, LLC and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.
