Homer Smith has been in the industry for over 20 years, beginning his journey as an advisor the week of 9/11/2001. About 10 years into his career, Smith pivoted to working with business owners and opened his own practice.“What I recognized is the wealth management space didn't have a lot of great solutions for business owners if they were still owning their business, running their business and not liquid yet,” Smith explains. “And so I started building an entire client service model around th...
