Smith Bruer Advisors
At Smith Bruer Advisors, we empower people to make decisions. When you meet with one of our advisors, our goal is that you walk away with purpose and clarity about your financial situation. As fiduciary financial advisors, we put the interests of our clients ahead of our own. Smith Bruer Advisors is also a fee-only firm, which means that our clients are the only ones that pay us as we do not accept commissions or “kickbacks” from any financial services companies.
Our client engagements revolve around comprehensive financial planning and wealth management, which includes:
- Investment Management (for individuals and institutions)
- Trust and Estate Management
- Retirement Planning
- Institutional Retirement Plan Management (401k, 403b, SEP IRA, defined benefit plans, etc.)
- Tax Management
- Credit and Banking Advisory
- Insurance Planning
We look forward to having a conversation with you. Please note that we have an account minimum requirement of $500,000. You may reach Smith Bruer Advisors by phone at (850) 877-0803 ext. 100, or by email at firstname.lastname@example.org. To learn more about our company, we encourage you to go to www.smithbrueradvisors.com.