Bryan Smalley
CFP®
RegentAtlantic
Wealth Advisor
Bryan Smalley
CFP®
RegentAtlantic
Wealth Advisor
We define wealth management as the integration of financial planning and investment management to help our clients achieve their personal and financial goals. - Bryan Smalley, CFP®
Accepting Clients with at Least $1 Million of Investable Assets
Meet Bryan Smalley
Bryan is responsible for managing client relationships and coordinating all aspects of client service for the team. He currently serves on the firm’s Financial Planning Committee, providing research and input into such topics as Social Security, 529 plans and retirement planning. Bryan is an Ohio native (Go Bucks!) who has earned the CERTIFIED FINANCIAL PLANNER™ certificate along with a BA from the University of Toledo, an MA from Bowling Green State University and a certificate in Financial Planning from Boston University. Bryan, his wife Liz, and their three children live in Flemington, NJ, where they enjoy exploring new places and spending time with family and friends.
Bryan Smalley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Contact Bryan Smalley
Office Locations:
-
60 Columbia Road
Building A, Suite 300
Morristown, NJ 07960 -
551 Fifth Avenue
Suite 2610
New York, NY 10176
