A Decade of Financial Stewardship: A Look Back at George Smith’s Journey with Smith Bruer Advisors
As Smith Bruer Advisors gears up for its 10th-year anniversary, it’s only fitting to take a moment to reflect on the remarkable journey the firm has undertaken. At the helm of this success story stands George Smith, Co-CEO and a visionary leader who, along with René Bruer, has strived to transform how financial advice is delivered to all they serve.
From Healthcare to Financial Champion:
George’s path to financial advising wasn’t traditional. His career began in the healthcare field, but a calling for a different kind of impact led him to the financial industry over 20 years ago. To this day, he applies the lessons learned in healthcare to how advisors
at Smith Bruer work alongside their clients; focusing on a deep understanding of needs and a desire to empower them through sound financial planning.
Building a Client-Centric Culture:
In 2015, alongside René Bruer, George co-founded Smith Bruer Advisors with a clear mission: to open the first Registered Investment Advisory firm in Tallahassee. Their core principle? A steadfast commitment to being a fee-only, fiduciary firm. This meant prioritizing client interests above all else, ensuring complete transparency, providing unbiased advice, and eliminating conflicts of interest.
A Commitment to Innovation:
George’s leadership isn’t confined to traditional practices. He champions creative solutions, like the firm’s development of Smith Bruer United, a Pooled Employer Plan (PEP), one of the first-ever PEPs to be registered with the Department of Labor. This innovative approach empowers businesses to provide better 401(k) retirement plans for their employees while reducing administrative burdens and fiduciary responsibility.
Looking Ahead: A Legacy of Trust
As Smith Bruer Advisors enters its next decade, George’s vision remains clear: to foster a team culture built on shared success. He attributes the firm’s achievements to the collective strength of its advisors and their unwavering dedication to client well-being.
George Smith’s journey with Smith Bruer Advisors is a testament to the power of passion and a commitment to ethical practices. On the cusp of its 10th anniversary, the firm stands strong, a beacon of financial guidance built on trust, transparency, and a dedication to putting clients first.
