Smith Bruer Advisors: Fee-Only Financial Advisors

1 (800) 387-3487

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Business and Institutional 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.

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.

Retirement Plan Services

Smith Bruer Advisors serves as both plan advisor and 3(38) investment co-fiduciary. As plan advisors, we work with employers 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. As a 3(38) investment co-fiduciary, we select and monitor investment options in order to mitigate overall risk.

  • Plan Design

    Match your retirement plan specifications to employer goals.

  • Fiduciary Review

    Identify your fiduciary duty as an employer and plan sponsor as well as work to understand your risk and how to mitigate it.

  • Plan Cost

    Understand the fees of your retirement plan and where you can benefit from transparency and competition.

  • Payroll Integration

    Learn how to implement payroll processes that can make administration easier.

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.

1 (800) 387-3487

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

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Contact Us

Main Number: 1 (800) 387-3487

Tallahassee Office
1700 Summit Lake Drive, Suite 102
Tallahassee, FL 32317
Ph: (850) 877-0803 F: (850) 204-7532

Colorado Springs Office
1755 Telstar Drive, Suite 300
Colorado Springs, CO 80920
Ph: (719) 301-1565 © 2018 Smith Bruer Advisors
All Rights Reserved


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