Smith Bruer Advisors
Co-CEO/ Financial Advisor
George Smith is a Tallahassee, FL financial advisor and investment manager. Smith Bruer Advisors specializes in financial planning, wealth management, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. George Smith is a fiduciary financial planner.
What’s your background? I have been in the financial services industry since 2001 with extensive experience both as an advisor and a Supervisory Principal. As Supervisory Principal, I managed a large group of financial advisors as part of a bank investment program for eight years. Prior to becoming a financial advisor, George served for six years in the Orlando Regional Healthcare System in the greater Orlando area including two years as Assisted Living Facility Administrator.
What degrees do you hold? I have a B.S. in Business Administration from the University of Central Florida (1989) and an M.S. in Health Services Management from Webster University (1995).
Win any awards? I have been awarded with many honors as a top producer, management leader and service leader. While the awards are great, the award I covet most is the satisfaction of helping clients achieve their personal goals and fulfilling their purpose.
What do you do for fun? I enjoy being in the outdoors, whether I’m camouflaged in the woods or cruising the pristine waters of the Florida coast. Occasionally you can find me on the golf course…or rough.
Tell us about your family: I have been married to Marci since 1995 and we have 3 beautiful children; Travis, Ethan and Lacie. The kids keep us occupied with many activities whether it be at school, Girl Scouts or helping at a fund raiser.
What charities do you support? My family and I support Young Life.
George Smith's fiduciary obligation is governed by:
Smith Bruer Advisors is a Tallahassee financial planner. As financial planners, we pride ourselves on empowering clients to make decisions. Advisors at Smith Bruer are fee-only financial advisors, we operate as fiduciaries, meaning that we have a duty to put our client’s interests first. Working for, and with, each client, we strive to understand your individual needs.
Since 2001, individuals, corporations and associations have been turning to the experts at Smith Bruer Advisors to help build wealth management plans that reflects their long-term vision and goals. Our team of experts know that establishing meaningful relationships founded on integrity and sound counsel is key to achieving successful financial futures.
We offer financial planning, 401(k) plans, investments consulting, tax planning, estate planning, charitable giving support, and institutional and corporate investment management. After a consultation with your financial advisor, you will receive a plan that will work to meet your financial goals. Our financial plans are goal-oriented, personalized, and backed by academic research. Start planning for your financial future today.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
George Smith is an Independent Registered Investment Advisor (RIA)
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
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