Smith Bruer
At Smith Bruer, we seek to empower you to make financial decisions with clarity and purpose. As fee-only fiduciary advisors, our commitment is to do what’s in your best interest. We do not accept commissions or incentives from financial services companies—our compensation comes directly from the clients we serve.
Comprehensive Services
We deliver wealth management and institutional retirement solutions tailored to your unique objectives:
- Wealth & Investment Management
- Comprehensive Financial Planning
- Trust & Estate Management
- Tax Strategy & Management
- Retirement Planning
- Institutional Retirement Plans (401k & Pooled Employer Plans)
Engaging with Us
We welcome the opportunity to discuss your financial future. Smith Bruer partners with wealth management clients who have $1 million or more in investable assets, excluding real estate. Our fees are structured as a percentage of assets under management.
Connect with a Financial Advisor:
- Phone: (800) 387-3487
- Web: https://smithbruer.com
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.