Smith Bruer Advisors: Fee-Only Financial Advisors

1 (800) 387-3487

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Individual and Family 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.

Wealth Management Services

  • Investment Management

    We believe in evidence-based investing and diversification backed by academic research. Through an appropriate blend of asset classes we help you develop an investment strategy that manages both risks and returns. We are well versed in portfolio management and maintain strict fiduciary standards.

  • Trust and Estate

    Once your estate plan is complete we will work with you or your attorney to develop a comprehensive investment strategy to manage trust assets. Smith Bruer Advisors works with Advisors Private Wealth Trust, a corporate trustee exclusively available to registered investment advisors.

  • Tax Management

    We have a proactive approach and a range of strategies intended to help you be tax efficient and well positioned for policy changes.

  • Credit and Banking Advisory

    As a part of a comprehensive financial plan, we advise you on personal and business credit and banking options that are offered through various banking institutions.

  • Insurance

    Let us guide you to insurance coverage that makes sense for you and your family. We offer consultation on life, long-term care and disability insurance solutions as part of your financial plan.

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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