Smith Bruer Advisors
Soltis Investment Advisors
Tallahassee, FL | smithbrueradvisors.com
St. George, UT | soltisadvisors.com
KEY CONTACT(S)
Steven Hiraga 1.800.387.3487 | steven.hiraga@smithbrueradvisors.com George Smith 1.800.387.3487 | george.smith@smithbrueradvisors.com Rene Bruer 1.800.387.3487 | rene.bruer@smithbrueradvisors.com
FIRM PROFILE As fee-only, fiduciary financial advisors, we strive to develop a relationship of trust by putting client interests first. We are fiduciaries 100% of the time. Smith Bruer Advisors is an independent registered investment adviser. We do not accept commissions. We have no proprietary products. We are transparent about our fees. Our financial advisors work alongside you to develop a personalized financial plan. When it comes to having a retirement plan, Smith Bruer United is a full-service retirement plan solution that combines technology with professional fiduciary services so that you can leave your day-to-day retirement plan operations to us.
PRIMARY MARKET(S) SERVED
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
KEY CONTACT(S)
Tyler Finlinson | 435.674.1600 | tfinlinson@soltisadvisors.com
FIRM PROFILE Soltis consults on private wealth and institutional retirement. Living a life that brings you joy is the ultimate goal; we’re just here to help you build the resources to support it. We do so through our proprietary process of analyzing investments. This process minimizes conflicts of interest, so that everything we do is focused on what’s most important to you. Our fee-only structure means our recommendations are unbiased and based only on what you want out of life. And as we advise you, we do so without any third-party relationship conflicts to cloud judgment about what is right for you.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE • Retirement Sales Desk Representative
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• 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services
OPTIONS AVAILABLE • Other Tools • Participant Advice/Participant Services
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• CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis
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NAPA BLACK BOOK 2021