Helping you achieve your goals through personalized planning and evidence-based investing.

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Smith Bruer Personal Guided Advice empowers you to confidently plan by identifying your unique goals and implementing an evidence-based investment portfolio.

Fiduciary Advice

You deserve to work with an advisor who puts your goals front and center. As fee-only, fiduciary financial advisors we put your interests first, 100% of the time.

Goal-Oriented Planning

We want to get to know you by understanding what matters most to you. Your goals and risk tolerance help us understand your priorities so we can create a meaningful financial plan.

Evidence-Based Investing

It’s important to stay the course and “avoid the noise” when investing. Smith Bruer Personal Guided Advice puts into practice evidence-based investing by implementing financial science, rigorous academic research, and diversification when we design investment portfolios.

Why work with an advisor?

Whether you’re facing a job change, planning for retirement, or dealing with an unexpected financial event, working with an advisor can help you gain clarity and purpose. We want to empower you to make decisions.

Your investments should reflect your financial plan

Your financial plan ultimately determines what investment portfolio we recommend. We use exchange traded funds (ETFs) and mutual funds to design evidence-based and globally diversified portfolios.

Minimum investment

Our client engagements begin with investable assets of $250,000. We offer a variety of account types through Charles Schwab & Co., Inc. (as custodian) to help you achieve your goals.

  • Individual and joint accounts
  • IRAs
  • Trust accounts
  • UTMA/UGMA accounts

Advice fee

We assess an annual advice fee of 0.55% on the investments we manage for you. This encompasses access to a financial advisor, ongoing financial planning, and investment management advice and services. This fee does not include fund expenses. We use low-cost ETFs and mutual funds in our investment portfolios.

Contact us

We make it easy for you to connect with one of our financial advisors.

  • Virtually
  • By phone
  • In-person at one of our offices

Ready to get started or want to learn more? Call us at (800) 387-3487

Investment advisory services provided through Smith Bruer Advisors, LLC a registered investment adviser with the Securities and Exchange Commission