Smith & Bruer

At Smith Bruer Advisors, we take pride in being a fee-only, fiduciary financial advisory firm dedicated to empowering individuals, families, and organizations to make informed financial decisions. As a 100% fee-only firm, we work solely in the best interests of our clients, without any conflicts of interest or hidden agendas. Our mission is to provide transparent, unbiased guidance and expert advice to help you achieve your financial goals.

Our Story

Our story began with a simple yet profound goal: to create a financial advisory firm that puts clients' interests first. We recognized that the traditional investment and financial planning industry often prioritizes profits over people, leading to unwanted surprises and costly mistakes. We set out to change that by establishing a firm that is truly committed to the well-being of our clients, rather than just maximizing profits.

What Sets Us Apart

At Smith Bruer Advisors, we believe that everyone deserves clear, unbiased financial guidance. That's why we're committed to a fee-only, fiduciary approach that puts our clients' interests first. Our team of experienced financial advisors takes the time to understand your unique financial goals, risk tolerance, and values, and designs personalized financial plans to help you achieve your objectives.

Our Approach

Our comprehensive approach to financial planning and investment management is designed to provide you with confidence and clarity in your financial journey. We start with a thorough discovery process to understand your financial goals, risk tolerance, and values. Next, we create a customized financial plan that takes into account your unique situation, including your investment goals, risk tolerance, and financial objectives. We empower you to make informed decisions by providing the right tools and strategies, while keeping you informed every step of the way.

Our Services

At Smith Bruer Advisors, we offer a range of services designed to help you achieve your financial goals. These include:

• Comprehensive financial planning and investment management
• Evidence-based investing to minimize risks and maximize returns
• Tax-efficient investment strategies to minimize your tax burden
• Trust and estate planning to protect and preserve your wealth
• Retirement plan services to help you build a secure financial future

Why Choose Us

So why choose Smith Bruer Advisors? Here are just a few reasons:

• We are a fee-only, fiduciary firm, meaning we only work in your best interests
• Our team of experienced financial advisors is dedicated to providing personalized, expert guidance
• We utilize evidence-based investing to minimize risks and maximize returns
• Our comprehensive financial planning approach helps you achieve your goals and build a secure financial future

Conclusion

In conclusion, Smith Bruer Advisors is a commitment to putting our clients' interests first. We are dedicated to providing transparent, unbiased guidance and expert advice to help you achieve your financial goals. If you are looking for a trusted partner to guide you through the complexities of financial planning and investment management, look no further. Our team of experienced financial advisors is ready to help you achieve your financial goals and build a secure financial future.