Bader Martin Ross & Smith is a professional services firm located in Shreveport, LA, specializing in serving the unique needs of affluent families, closely held and family businesses, entrepreneurs, and executives in Seattle and the greater Pacific Northwest. Their team of skilled professionals offers a blend of traditional financial, tax, and wealth planning services, along with innovative strategies to help clients achieve their goals.
Managed by Kelly Nelson, the firm provides multigenerational wealth planning, strategic tax and estate planning, retirement planning, tax compliance, succession planning, and strategic business consulting. With a focus on listening to clients' needs and concerns, Bader Martin Ross & Smith aims to bring clarity and provide tailored solutions to help clients navigate their financial journeys.
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