Bryan Smalley



Wealth Advisor

Bryan Smalley



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®

800-475-0831 ext. 223

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

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Office Locations:

  • 60 Columbia Road
    Building A, Suite 300
    Morristown, NJ 07960
  • 551 Fifth Avenue
    Suite 2610
    New York, NY 10176

Medicare Changes

Published on Sep 24, 2019

Bryan Smalley, RegentAtlantic Wealth Advisor, highlights critical changes to Medicare. Tune in to our Medicare Webinar on 11.6.19.

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