Rene Bruer

CFP®, MBA

Smith Bruer Advisors

Co-CEO and Financial Advisor

Rene Bruer

CFP®, MBA

Smith Bruer Advisors

Co-CEO and 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. - Rene Bruer, CFP®, MBA

(850) 877-0803

Fee-Only financial planner located in Tallahassee, FL, serving clients locally and across the country

Smith Bruer Advisors is a registered financial adviser headquartered in Tallahassee, Florida. 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. Rene Bruer is a fiduciary financial planner.

My Quick Stats

What’s your background? I am a CERTIFIED FINANCIAL PLANNER®, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007.

What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.

Win any awards? During my time in the Marine Corps and in the financial services industry I have been distinguished with personal awards and achievements for going above-and-beyond expectations.

What do you do for fun? My family and I attend Faith Lutheran Church in Tallahassee, Florida, and love to spend family time on Florida’s beaches.

Tell us about your family: My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.

What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.

Rene Bruer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

We have you covered. Our comprehensive financial planning approach helps individual investors, businesses and non-profit organizations create financial plans that are easy to understand and can be acted upon.

WEALTH MANAGEMENT SERVICES

  • Investment Management:

We believe in evidence-based investing and diversification backed by academic research. Through an appropriate blend of asset classes we help you develop an investment strategy that manages both risks and returns. We are well versed in securities management and maintain strict fiduciary standards.

  • Trust and Estate:

Once your estate plan is complete we will work with you or your attorney to develop a comprehensive investment strategy to manage the trust assets.

  • Tax Management:

We have a proactive approach and a range of strategies intended to help you be tax efficient and well positioned for policy changes.

  • Credit and Banking Advisory:

As a part of a comprehensive financial plan we advise our clients on credit options offered through our various banking and lending partners.

  • Insurance:

Let us guide you to insurance coverage that makes sense for you and your family. We offer consultation on life, long-term care and disability insurance solutions as part of your financial plan.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Wealth Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Physicians
  • Sudden Money Situations

Working Together

  • Defined Financial Planning Process
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Rene Bruer is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Rene Bruer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Rene Bruer

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Office Locations:

  • 1809 Miccosukee Commons
    Suite 114
    Tallahassee, FL 32308

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