Smith & Bruer
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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. 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. Creating a financial plan can be overwhelming. We have a clear, well-defined financial planning process to help you reach your financial objectives. 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.
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Our investment management approach is led by a comprehensive financial planning process. You receive a custom financial plan that is easy to understand and implement. It's your money and we believe that it's our responsibility to provide you with a sense of empowerment, purpose, and clarity. As fee-only, fiduciary financial advisors we put your interests first, at all times.
When you work with a financial advisor, you should expect that your interests are front and center. At Smith Bruer Advisors our financial advisors are required to work in your best interest, 100% of the time. We strive to provide purpose and clarity throughout the financial planning process.

The foundational theme of working with a fiduciary financial advisor continues as you are led through a well-defined process that will answer your questions and help you reach your financial objectives.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 make it easy to meet with one of our financial advisors. You can meet in-person at one of our offices, or have a virtual meeting no matter where you are. One of our team members will then reach out to you directly to schedule a complimentary consultation. Our client engagements begin with investable assets of $1 million (excluding real estate).
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