I am Co-Founder and Co-CEO of Smith Bruer Advisors, a fiduciary and fee-only registered investment adviser headquartered in Tallahassee, Florida. My firm provides comprehensive financial planning and wealth management services to high net worth individuals and families, including investment management, tax management, estate and trust management, charitable planning, and insurance planning. Smith Bruer Advisors also provides institutional services to corporations and non profit organizations. Our specialties include retirement plan management services (401k, SEP IRA, defined contribution and defined benefit plans) and investment management services for foundations and endowments.&nb