Smith Bruer Advisors: Fee-Only Financial Advisors

(850) 877-0803

Client Login

Instituitonal Services

We have you covered. Our comprehensive financial planning approach helps individual investors, businesses and non-profit organizations create financial plans that are easy to understand and can be acted upon.

  • Retirement Plan Services

    As fiduciaries, we work with plan sponsors to ensure that their retirement plan is compliant, cost effective and that employees have access to retirement readiness tools. This includes 401k’s, SEP IRA’s, profit sharing plans, defined benefit and defined contribution plans.

    Smith Bruer Advisors is a 3(38) investment co-fiduciary to retirement plan sponsors. In this role, we select and monitor investment options, mitigating overall risk and liability. We implement this service through our philosophy of focusing on cost, diversification, and evidence-based investing.

  • Asset Management

    We provide services for institutions and nonprofit organizations such as investment management, performance reviews, investment committee oversight, investment policy statement guidance, and fiduciary services.

Ready to empower yourself with a strong financial plan?

Have a question? We're here to help.

Simply complete our contact form or contact us via phone or email.

(850) 877-0803

Please note that we have an account minimum requirement of $500,000.

Ready to Talk?

Click here to schedule an appointment

Contact Us

1700 Summit Lake Drive, Suite 102
Tallahassee FL 32317

Ph: (850) 877-0803 F: (850) 298-8662 © 2018 Smith Bruer Advisors
All Rights Reserved


Follow Us

Follow us on twitter Follow us on twitter Linked In

Proud Members

NAPFA logo Fee Only Network Logo CFP Board Logo