Smith Brothers Financial
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Smith Brothers Financial
We understand the responsibility plan sponsors have in designing attractive retirement options for employees. Plans need to be competitive and cost effective in order to attract and retain key staff. At Smith Brothers, we customize our services to the needs of each client, recognizing that each institution has their own unique qualities.

At Smith Brothers, our mission is to partner with you, our client, and be your trusted advisor. Being a financial advisor is never about us, it is about you and your loved one's well-being. We take the time to learn about your life, your history, and your aspirations, all of which help to craft a fitting financial plan.
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Stephen Michaels, RF, is a Principal, Registered Fiduciary and Financial Advisor at Smith Brothers Financial. His responsibilities include providing fiduciary advice to plan sponsors, overseeing the growth of the firm, supporting. Sam has been providing financial planning and investment strategies to clients for over 19 years.
Smith Brothers understands the foundation of trust - and is here to earn yours. For more than 40 years, we have helped thousands of businesses and individuals help reduce their exposure to risk and loss, and build their businesses and lives with a sense of assurance that comes with knowing that a professional is on their side looking out for their best interests.
Our Be Sure Promise outlines our commitment to quality across our agency and the high standards of conduct we have with all of our stakeholders. We deliver on Our Be Sure Promise because we conduct ourselves within our values, our standards and our Quality program. Our Be Sure Sales Standards are rooted in being consultative and diagnostic.
We understand the responsibility plan sponsors have in designing attractive retirement options for employees. Plans need to be competitive and cost effective in order to attract and retain key staff. At Smith Brothers, we customize our services to the needs of each client, recognizing that each institution has their own unique qualities.
At Smith Brothers, our mission is to partner with you, our client, and be your trusted advisor. Being a financial advisor is never about us, it is about you and your loved one's well-being. We take the time to learn about your life, your history, and your aspirations, all of which help to craft a fitting financial plan.
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