Wealth Management
We work with clients who have $1 million or more in investable assets, excluding real estate.
Our fees are structured as a percentage of assets under management.
Retirement Plan Services
Smith Bruer United focuses on retirement plans subject to full-scope audits. We partner with businesses seeking fiduciary oversight to reduce risk, enhance operational efficiency, and streamline regulatory compliance.
At Smith Bruer, we make it simple and convenient to connect with a dedicated financial advisor—whether in person at one of our offices or virtually.
Interested in beginning the conversation?
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