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)
- 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 client engagements begin with investable assets of $1 million (excluding real estate). We provide comprehensive financial planning and investment management services. We are compensated based on a percentage of assets under management.
You may reach Smith Bruer Advisors by phone at (800) 387-3487. To learn more about our company, we encourage you to visit our website at www.smithbrueradvisors.com.