A complete list of active advisors currently associated with Smith Bruer

Warmer can help you find a great advisor at Smith Bruer or one who fits your needs even better.

Smith Bruer provides discretionary and non‑discretionary portfolio management, pension consulting, and complimentary financial planning to individuals (including high‑net‑worth clients) and employee benefit plans. The firm serves both retail clients and plan sponsors, tailoring portfolios through customized allocations and model strategies. Investment advice emphasizes mutual funds and exchange‑traded funds and draws on modern portfolio theory, with ongoing monitoring and periodic rebalancing; in some cases the firm manages previously held client securities on a non‑discretionary basis. Smith Bruer also utilizes Dimensional Fund Advisors (DFA) funds in certain client accounts, which are available only through approved advisors and carry transition restrictions if clients move to a non‑approved manager. A distinctive feature is that the firm uses client testimonials in its advertising, a practice uncommon among similar team firms. Advisors at Smith Bruer are licensed as unaffiliated insurance agents and may include insurance analysis within planning, the firm typically requires a $1 million advisory account minimum (which may be waived), and it generally directs custody and trade execution to Charles Schwab.

To learn more about the advisors currently working at Smith Bruer, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.