Smith Bruer Advisors
Financial Services - Tallahassee, FL, US
Smith Bruer Advisors Employees
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Smith Bruer Advisors Details
Smith Bruer Advisors is a fee-only, fiduciary financial planning firm with offices in Tallahassee, Florida, and Colorado Springs, Colorado, serving clients nationally. As an independent registered investment adviser, we pride ourselves on upholding a fee-only, fiduciary, no commission model. We believe in empowering our clients and placing their interests first in order to help them achieve their 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:· 401(k) and Defined Contribution Plan Management· 3(38) Investment Co-Fiduciary Services · Defined Benefits Management · Institutional and Corporate Investment Management After an initial consultation with your financial advisor, you will receive an actionable financial plan. Our financial 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 meet your financial planning needs. We want to empower you to make the best decisions for your financial future. Important Disclosure: http://smithbrueradvisors.com/important-disclosure-information/
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