Smith Brothers Financial Services

Our Range of Services.

Financially preparing you for life—whatever that means for you. That’s our goal. We offer a range of comprehensive services to work toward your financial well-being.

Holistic Financial Planning

Customized, long-term financial plans help you prepare for life events - college planning, saving for retirement, and estate planning. With your objectives in mind, we’ll create a comprehensive financial plan and collaborate with your trusted confidants to ensure we’re taking a unified approach.

Employer-Sponsored Retirement Plans

Every organization has unique challenges.  We work with plan fiduciaries to implement best practices such as:

  • Preparing for regulatory changes
  • Benchmarking
  • Service provider evaluation
  • Investment selection and monitoring

Our goal is to deliver meaningful and impactful education to help employees get the most out of their retirement plans.
Business Continuity and Succession Planning

Running your business smoothly requires an understanding of owner and executive compensation as well as risk management. All business owners will also experience an eventual transition. Using a consultative approach, we provide guidance and clarity to help you understand your options in terms of operating, transitioning, or selling your business.

Using a consultative approach, we offer guidance, education and clarity to business owners preparing for a business transition.  Together, we will create a road map for your exit strategy that will support the financial future you always hoped for.

Our Investment Philosophy.

Smith Brothers Financial takes a thoughtful and deliberate Evidence-Based approach to investment management.

Our investment philosophy:

  • Provides diversification across thousands of stocks and bonds in 50+ countries
  • Seeks to improve the long-term investment experience by creating strategic exposure to investment factors
  • Uses low-cost and tax-efficient investment vehicles
  • Relies on best practices, research, and insights from distinguished economists and academics
Disciplined & Independent
Smith Brothers Financial Services