Smith Brothers Financial

At Smith Brothers Financial Services, we've been dedicated to helping individuals, families, and businesses achieve their most important wealth goals for over 50 years. Our commitment to doing the right thing, the right way, is at the heart of everything we do. Our core values of integrity, fairness, respect, and collaboration guide us in our mission to provide comprehensive financial planning and wealth management solutions.

Our Difference

What sets us apart is our unwavering commitment to our clients, employees, partners, and community. We believe in doing the right thing, the right way, and this philosophy is reflected in our "Be Sure" promise. You can trust that we'll always prioritize your needs and goals, providing personalized solutions and expert guidance every step of the way.

Solutions for Life

Life is full of milestones and challenges. Whether you're planning for your family's future, creating a retirement or legacy plan, transitioning or selling your business, or focusing on wealth management, we're here to help. Our holistic financial planning approach considers all aspects of your financial situation, providing a tailored path to achieving your objectives. From total asset protection to employer-sponsored retirement plans, business continuity, and succession planning, we've got you covered.

Our Services

Our comprehensive range of services is designed to address the unique needs and goals of individuals, families, and businesses. From financial planning and wealth management to employer-sponsored retirement plans and business continuity planning, we offer:

• Holistic Financial Planning: We'll work with you to identify your personal and financial goals, creating a customized plan to achieve them.
• Employer-Sponsored Retirement Plans: We'll help you navigate the complexities of retirement planning, ensuring you're prepared for the future.
• Business Continuity and Succession Planning: We'll guide you through the process of developing a comprehensive plan to protect your business and its stakeholders.