Broker Check

Why Smith Brothers

Our Be Sure Promise

Smith Brothers understands the foundation of trust – and is here to earn yours. For more than 40 years, we have helped thousands of businesses and individuals help reduce their exposure to risk and loss, and build their businesses and lives with a sense of assurance that comes with knowing that a professional is on their side looking out for their best interests. At Smith Brothers, we are sure in our ability to do the right thing, the right way. When you work with us you can be sure that our core values, planning and expertise will reinforce your decision to partner with us.

Our Values

As an independent financial services firm, our values guide our actions. They support our advisors, our clients and are the foundation our company was built on.

Smith Brothers Financial is committed to upholding and demonstrating the following values in every client interaction, plan creation, and behind-the-scenes action we take.

  • Transparency: Financial matters are complicated. We do everything we can to alleviate the complexities of financial planning and wealth management so you can move forward with confidence.
  • Independence: We have taken a legal and moral oath to give advice and design strategies that are in your absolute best interest. Fiduciary duty is the most revered in the industry, and it’s not something we take lightly.
  • Philanthropy: We are a service-oriented firm committed to giving back to our local and national communities. At Smith Brothers, helping others is a way of life, our big purpose.
  • Education: Knowledge is power. We believe in educating our clients to understand financial concepts so they can make confident decisions for their future. We also believe it is our duty as advisors to continually learn and grow in our own knowledge and expertise.

It is important that we partner with individuals, families and businesses whose personal values align with our own. We invite you to reach out to learn more and discover how Smith Brothers Financial can help you be sure.