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 firm. We do not accept commissions. We have no proprietary products. We are transparent about our fees. Our financial advisors work alongside you to develop a personalized financial plan that empowers you to make informed financial decisions.

Why Choose Smith Bruer Advisors?

A Better Investment Experience

Plan, don’t predict. The cornerstone of a better investment experience is a meaningful financial plan. We have a clear and comprehensive financial planning process to help you invest with confidence and reach your 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 upfront and there are no hidden fees.

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 upfront and there are no hidden fees.

Financial Planning and Investment Management Services

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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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