George Smith
CIMA®
Smith Bruer Advisors
Co-CEO/ Financial Advisor
George Smith
CIMA®
Smith Bruer Advisors
Co-CEO/ Financial Advisor
As a fiduciary financial planner,I want to empower people to make decisions. Our firm focuses on comprehensive financial planning to help you achieve your goals and not sell you products. - George Smith, CIMA®
Fee-Only financial planner located in Tallahassee, Florida serving clients locally and across the country
George Smith is a Tallahassee, FL financial advisor and investment manager. Smith Bruer Advisors is a registered financial adviser serving clients nationally with locations in Tallahassee, Florida, and Colorado Springs, Colorado. Smith Bruer Advisors specializes in financial planning, wealth management, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. George is a fiduciary financial planner.
What’s your background? I have been in the financial services industry since 2001 with extensive experience both as an advisor and a Supervisory Principal. As Supervisory Principal, I managed a large group of financial advisors as part of a bank investment program for eight years. Prior to becoming a financial advisor, George served for six years in the Orlando Regional Healthcare System in the greater Orlando area including two years as Assisted Living Facility Administrator.
What degrees do you hold? I have a B.S. in Business Administration from the University of Central Florida (1989) and an M.S. in Health Services Management from Webster University (1995).
Win any awards? I have been awarded many honors as a top producer, management leader, and service leader. While the awards are great, the award I covet most is the satisfaction of helping clients achieve their personal goals and fulfilling their purpose.
What do you do for fun? I enjoy being in the outdoors, whether I’m camouflaged in the woods or cruising the pristine waters of the Florida coast. Occasionally you can find me on the golf course…or in the rough.
Tell us about your family: I have been married to Marci since 1995 and we have 3 beautiful children; Travis, Ethan, and Lacie. The oldest member of the family is our 14-year-old Catahoula mix dog, Nellie.
What charities do you support? Big Bend Hospice, Hunger Fight, TMH Tee Off for Tots, Semper Fi Fund, Independence Landing, Tallahassee Artist Series, and Young Life.
Smith Bruer Advisors believes in empowering our clients to make decisions. Since our founding we have focused on placing each client’s interests first in order to help them achieve their financial planning goals. Smith Bruer Advisors focuses on comprehensive financial planning and personalizing our clients’ investment options through an evidence-based approach.
Smith Bruer Advisors serves clients nationally as a fee-only, fiduciary, independent registered investment adviser with offices in Tallahassee, Florida, and Colorado Springs, Colorado.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Military
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- % of Assets Under Management
Professional Designations & Affiliations
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George Smith is a NAPFA AssociateThe 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.
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George Smith is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact George Smith
Office Locations:
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1700 Summit Lake Dr.
Suite 102
Tallahassee, FL 32317
