About Us
At SMB, we prioritize relationships, hospitality, and service. We believe that clients who enjoy working with their advisor are more engaged, more likely to follow through on their financial plan and better prepared for their future.
What SMB Stands For
Originally, SMB stood for “small and medium businesses,” a nod to the clients we typically worked with when we were founded over 20 years ago. Right from the start, we prioritized hospitality and relationships, and saw our clients slowly become good friends. Since then we’ve shifted our focus from supporting businesses to helping individuals manage their finances and prepare for retirement.
While our firm has changed over the years, one thing that has never changed is our commitment to building relationships and serving our clients. Whether it’s helping clients plan for the future or bringing out the Traeger and grilling lunch, we go above and beyond. Some say SMB should really stand for “smoke, meat and barbecue.” We couldn’t agree more.
Our Values
At SMB Financial, all of our advisors are CFPs and Registered Fiduciaries, obligated to put the needs of our clients first. We are always clear and transparent about our investment startegy and our fees.
This might seem like common sense, but unfortunately, not everyone out there has your best interests at heart. To help, we've put together resources on how to avoid scams, led by our old friend Bernie.
Knowledgeable Strategy
Warren Buffett warns "never invest in a business you can't understand." Our investment strategy is always straightforward and transparent.
Clear Fees
We are always upfront about our fees and how we are compensated.
Client First
As CFPs and Registered Fiduciaries, our legal (and moral) responsibility is to choose investments that are in the client's best interest over the benefit of the advisor.
Realistic Results
Third-party custodians verify our results and will ensure that they are not "too good to be true."
Meet The People Behind SMB
We Coordinate Your Entire Financial Team
At SMB, we handle your investments, financial planning, and retirement. But we don’t stop there. We also work with your attorneys to handle wills and trusts, coordinate with your accountants to make sure you’re taking advantage of tax deductions, and bring in insurance specialists when needed. Think of us like the “quarterback” of your entire financial team.
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Our Partnership With Charles Schwab
We partner with Charles Schwab to protect our clients’ assets. This allows our advisors to provide the service of a small, family run business while offering our clients the security of a major financial institution. All at no additional cost to you.
Start Planning For Your Future
Feeling anxious about your upcoming retirement or overwhelmed by your finances? You’re in the right place. Schedule a meeting today and we’ll walk you through exactly where you stand and what it takes to get to where you want to be. Prefer to come by the office? We’ll get the grill ready.
Tim’s Latest Insights
Market reports full of charts, graphs, and jargon have a way of making things even more confusing. In our insights, Tim covers the topics that actually matter to you, in plain language you don't need a finance degree to understand.