Financial Advisors You’ll Actually Enjoy Working With
Planning for your future doesn’t have to be painful. At SMB Financial, our clients don't just trust us with their finances. They come by the office to chat, show up to our barbecues, and introduce us to their friends. One client told us we feel like her nephews. We'll take it.
Why Do Financial Advisors All Sound The Same?
Personalized service… comprehensive approach… we treat our clients like family… stop us if you’ve heard this before. If it feels like every advisor sounds the same, it’s because most are. Same certifications. Same services. When everyone is the same, the real question is do you actually want to work with them?
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. But don’t worry, we have the credentials too. We have over 20 years of experience and all of our advisors are CFPs and Registered Fiduciaries.
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.