Putting Your Interests First
You deserve clear, unbiased financial advice that puts your goals front and center. No surprise fees. No product sales. No hidden agendas.
As fee-only fiduciary financial advisors, we are committed to placing your interests at the forefront of every recommendation. Our fiduciary duty is unwavering—we act in your best interest at all times.
Smith Bruer is an independent, registered investment advisory firm serving clients nationwide, with offices in Tallahassee, Florida, and Colorado Springs, Colorado. Our mission is to empower you with the knowledge and guidance to make confident, well-informed financial decisions.
Why Choose Smith Bruer?
Focused on Wealth Management & Retirement Plan Services
Wealth Management
We help you grow and preserve wealth, sustain your lifestyle, and create a lasting legacy through a disciplined planning and evidence-based investing approach.
Retirement Plan Services
Simplify and strengthen your company’s retirement plan with Smith Bruer United, a pooled employer plan – a streamlined, cost-effective solution that reduces administrative burden and fiduciary risk.
Aligned with your best interests, Always
Why Smith Bruer?
- Evidence-Based Investing Our strategies are rooted in empirical research, not speculation.
- Fiduciary We act in your best interest. Always.
- Fee-Only No commissions, no hidden agendas. Only client-centered advice.
Who We Are
At Smith Bruer, our team of experienced, credentialed advisors is committed to placing your interests first. As fiduciaries, we stand apart by delivering objective advice, transparent pricing, and customized strategies designed around your unique goals—not driven by product sales or commissions.
