Smith Bruer
At Smith Bruer, we empower people to make decisions. When you meet with one of our financial 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 is also a fee-only firm, which means that our clients are the only ones who pay us as we do not accept commissions or “kickbacks” from any financial services companies.
Our firm delivers comprehensive wealth management and institutional retirement plan services, covering:
- Investment Management
- Comprehensive Financial Planning
- Trust and Estate Management
- Retirement Planning
- Institutional Retirement Plan Management (Pooled Employer Plan and 401k)
- Tax Management
We look forward to having a conversation with you. Our wealth management client engagements begin with investable assets of $1 million (excluding real estate). We are compensated based on a percentage of assets under management.
You may reach Smith Bruer by phone at (800) 387-3487. To learn more about our company, we encourage you to visit our website at www.smithbruer.com.
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