Smith Bruer Advisors

Smith Bruer Advisors is a wealth management and financial planning firm serving clients nationally with offices in Tallahassee, Florida, and Colorado Springs, Colorado. As a fee-only fiduciary firm, our focus is empowering our clients to achieve their financial goals. We serve both individuals and families as well as businesses and institutions. For Individuals & Families: · Comprehensive Financial Planning · Wealth Management · Investment Management · Tax and Estate Planning · Charitable Giving Planning For Businesses & Institutions: · Pooled Employer Plan and 401(k) Management · 3(38) Investment Co-Fiduciary Services · Institutional and Corporate Investment Management After an initial consultation with one of our financial advisors, you will receive an actionable financial and investment plan. Our plans are goal-oriented, personalized, and backed by academic research. From here, you decide whether or not we are the right firm for you and if we can help you achieve your financial planning goals. Important Disclosure: http://smithbruer.com/important-disclosure-information/

Financial Services
,
Founded in 2015
1-10 employees

Smith Bruer Advisors is a wealth management and financial planning firm serving clients nationally with offices in Tallahassee, Florida, and Colorado Springs, Colorado. As a fee-only fiduciary firm, our focus is empowering our clients to achieve their financial goals. We serve both individuals and families as well as businesses and institutions. For Individuals & Families: · Comprehensive Financial Planning · Wealth Management · Investment Management · Tax and Estate Planning · Charitable Giving Planning For Businesses & Institutions: · Pooled Employer Plan and 401(k) Management · 3(38) Investment Co-Fiduciary Services · Institutional and Corporate Investment Management After an initial consultation with one of our financial advisors, you will receive an actionable financial and investment plan. Our plans are goal-oriented, personalized, and backed by academic research. From here, you decide whether or not we are the right firm for you and if we can help you achieve your financial planning goals. Important Disclosure: http://smithbruer.com/important-disclosure-information/

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2015
Employee Range
1-10
Revenue Range
Not available

Location

Address
1700 Summit Lake Dr Florida Tallahassee
City
Region
Postal Code
32317
Country
United States

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