Smith Bruer Advisors

Smith Bruer Advisors is a fee-only financial planning firm based in Tallahassee, Florida. The company employs 8 people and reports revenue of over $10,000. As an independent registered investment advisor, Smith Bruer Advisors operates under a fiduciary model, meaning they prioritize their clients' interests above their own. The firm provides a range of financial services to both individuals and families, as well as businesses and institutions. For individuals, Smith Bruer Advisors offers comprehensive financial planning, wealth management, investment management, tax and estate planning, and charitable giving planning. For businesses and institutions, they specialize in 401(k) and defined contribution plan management, 3(38) investment co-fiduciary services, defined benefits management, and institutional and corporate investment management. Smith Bruer Advisors distinguishes itself through its personalized, goal-oriented financial plans, backed by academic research. Clients receive an actionable plan following an initial consultation, allowing them to assess whether the firm's services meet their needs. Interested parties can learn more about Smith Bruer Advisors and their services by visiting their website at smithbruer.com.