Fee-Only Fiduciary Financial Advisors | Smith Bruer Advisors
 

We are fee-only, fiduciary financial advisors empowering you to make decisions.

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Putting Your Interests First

You deserve clear, unbiased financial advice that puts your goals front and center. No surprise fees. No product sales. No hidden agendas.

As fee-only, fiduciary financial advisors, we strive to develop a relationship of trust by putting your interests first. We are fiduciaries 100% of the time.

Smith Bruer Advisors is an independent registered investment adviser (RIA) firm. We do not accept commissions. We have no proprietary products. We’re transparent about our fees. Our financial advisors work alongside you to help you develop a personalized financial plan that empowers you to make informed financial decisions.

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A Better Investment Experience

Creating a financial plan can be overwhelming. That’s why Smith Bruer Advisors has developed a clear, well-defined financial planning process to help you reach your financial objectives.

  • Discovery Before we recommend, we listen. We want to understand your financial goals and life needs.
  • Planning We work with you to create a customized financial plan that will guide you from where you are to where you want to be.
  • Empowerment We seek to empower you to make informed decisions by providing you with the right tools and strategies.
  • Transparency All costs are discussed up front so that you can have confidence in our financial planning and investment management process.

Before we recommend, we listen. We want to understand your financial goals and life needs.

We work with you to create a customized financial plan that will guide you from where you are to where you want to be.

We work with you to create a customized financial plan that will guide you from where you are to where you want to be.

All costs are discussed up front so that you can have confidence in our financial planning and investment management process.

Comprehensive Investment Management

At Smith Bruer Advisors we offer comprehensive investment and financial planning services for individuals, families, businesses and non-profit organizations. Our financial advisors work with you to create a financial plan that is easy to understand and put into action.

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Investment Management

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Comprehensive Financial Planning

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Trust and Estate

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Tax Management

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Retirement Plan Services

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Institutional Asset Management

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