NR Smith and Associates Employee Directory

Financial ServicesWashington, United States2-10 Employees

NR Smith and Associates is a financial services firm that combines traditional public accounting with certified financial planning to deliver integrated financial planning and accounting services. The firm emphasizes a holistic approach that includes goals setting, risk analysis, investment planning, and estate tax considerations alongside standard CPA offerings such as financial statements, tax services, and management consulting. Its CFPs operate on a fee-only basis, providing objective guidance that complements the firm’s accounting expertise, with the aim of delivering value through coordinated planning and professional skill.
Based in Olympia, Washington, NR Smith and Associates serves individuals, business owners, nonprofit organizations, and entrepreneurs in a region characterized by diversification and growth. The practice highlights its long-standing experience in strategic services—from auditing and reviews to tax reporting and advisory decisions—supported by an integrated staff model. In recent developments, the firm was reported to have been acquired by Apella Capital in 2022, reflecting a notable transition within its ownership context.

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