Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Carmel, IN • shepherdfin.com
Tallahassee, FL • smithbrueradvisors.com
Shepherd Financial
Smith Bruer Advisors
Key Contact(s)
Key Contact(s)
Leah Sylvester 317.975.5037 • lsylvester@shepherdfin.com Tom Mayer 317.975.5032 • tmayer@shepherdfin.com Alex Sylvester 317.343.3233 • asylvester@shepherdfin.com
Firm Profile The advisors at Shepherd Financial provide independent, unbiased, and objective consulting advice. Our passion is creating retirement-ready employees and responsible plan fiduciaries. We offer proactive leadership, advocacy, and extensive industry experience.
Primary Market(s) Served Mid: $10-$100 million
Options Available
Steven Hiraga 800.387.3487 • steven.hiraga@smithbrueradvisors.com
Firm Profile As fee-only, fiduciary financial advisors, Smith Bruer Advisors strives to develop a relationship of trust by putting your interests first. Smith Bruer Advisors is an independent registered investment adviser firm. We do not accept commissions. We have no proprietary products. We’re transparent about our fees. Our financial advisors work alongside you to help you develop a personalized financial plan that empowers you to make informed financial decisions. When it comes to having a retirement plan Smith Bruer Advisors applies a comprehensive retirement plan consulting and analysis process to evaluate your fiduciary responsibilities, plan objectives, and operating costs.
• Business Development Consultants
Primary Market(s) Served
• Benchmarking Tools
Small: $1-$10 million, Mid: $10-$100 million
• Participant Advice/Participant Services
Options Available
• CRM/Data Aggregation
• Other Tools
• Internal Rollover Program
• Benchmarking Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Participant Advice/Participant Services
• Custom Risk Based/Target Date Models
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 6
• Minimum Fee Schedules
Home Office Employees Supporting the Business 35
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