Grow. Preserve. Thrive.
At Smith Bruer, we believe wealth management encompasses more than just asset growth—it’s about protecting what you’ve built and supporting the lifestyle you’ve worked hard to achieve, while thoughtfully planning the legacy you wish to create.
Whether you manage your own investments or are exploring a new financial planning relationship, our team of fiduciary advisors brings expertise in guiding high-net-worth individuals and families through a disciplined financial planning process based on evidence-based investment strategies.
A Fee-Only, Fiduciary Approach to Wealth Management
As a fee-only fiduciary firm, Smith Bruer is fully aligned with your best interests. Our guidance—free from commissions, proprietary products, and hidden agendas—is centered on crafting thoughtful financial plans and executing disciplined investment strategies designed to preserve your wealth and support your lifestyle through every stage of life.
Evidence-Based Investing
We transform investing through evidence, research, and discipline.
At Smith Bruer, we believe investing should be driven by evidence—not emotion or speculation. Grounded in rigorous academic research and time-tested principles, our approach emphasizes broad global diversification to help manage risk and enhance returns, empowering you to remain confidently invested through all market conditions.
Our Comprehensive Wealth Management Services
Financial Planning
Your wealth is a tool to help you live the life you envision.
Through a thoughtful discovery process, we work with you to develop a financial plan tailored to your unique goals—whether that means sustaining your lifestyle, supporting philanthropic endeavors, or preparing for the transfer of wealth across generations.
Investment Management
Disciplined investing built on research, not speculation.
Our portfolio design is supported by rigorous academic research while keeping your specific needs and goals in mind. We implement globally diversified portfolios using low-cost mutual funds and exchange-traded funds, minimizing fees and maximizing risk-adjusted returns.
Tax Strategy and Optimization
Managing wealth effectively requires thoughtful tax planning.
We collaborate in close partnership with you and your tax advisors to integrate strategies aimed at minimizing your tax burden- from tax-efficient investing to strategic income distribution planning- all with the goal of preserving more of what you’ve worked hard to earn.
Trust and Estate Planning Coordination
Effective wealth management with your legacy in mind.
Our advisors partner with estate attorneys and trust professionals to help ensure your assets are thoughtfully structured to honor your intentions and provide for your beneficiaries. Proactive planning offers lasting peace of mind—for you and those you care about.
Disciplined. Personalized. Proven.
Our Financial Planning Approach
Plan, don’t predict. At Smith Bruer, we believe that a comprehensive financial plan is the foundation of a better investment experience. Our evidence-based investment approach, combined with a meaningful financial plan, empowers clients to weather volatility, seize opportunities, and achieve their evolving financial goals with confidence.
Our fiduciary financial advisors guide you through a well-defined process designed to address life’s most essential questions:
- Do I have enough?
- Is my future secure?
- Will I achieve what matters most?
Whether you’re building your wealth or preparing for retirement, we offer clarity, expertise, and a disciplined approach to both financial planning and investing.
DISCOVER
|
PLAN
|
EMPOWER
Experience the Smith Bruer Difference
We serve clients who want more than investment returns. They want clarity, confidence, and empowerment. At Smith Bruer, wealth management is a lifelong partnership built on guidance, personalized strategies, and a profound understanding of what matters most to you.
Are you ready to gain clarity on your financial future?
Proud Member
©2025 Smith Bruer Advisors, LLC | All Rights Reserved.