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BRIGHTSMITH Advisors

Your Proactive and Holistic Partners

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At BRIGHTSMITH Advisors, our Virtual Family Office of experts provides you with truly PROACTIVE and HOLISTIC planning to MAXIMIZE YOUR POTENTIAL by combining the following five disciplines: 

  • Wealth Management
  • Tax Planning
  • Risk Mitigation
  • Legal Services
  • Business Advisory

BRIGHTSMITH

(noun)

 A worker in iron who finishes or polishes the work

You've spent years building and forging your career or your business into the successful enterprise it has become. And for you, working with an advisor is not a matter of success or failure. It's about stewarding what you've built, maximizing efficiency, and leaving a legacy that aligns with your faith, your values and your priorities.  We want to partner with you to help you finish well and polish what you've forged.

You've Forged Your Success, Let Us Help You Refine Your Legacy

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Words of Wisdom

"Without counsel plans fail, but with many advisors they succeed."

Proverbs 15:22 (ESV)

Words of Wisdom

"For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it? Otherwise, when he has laid a foundation and is not able to finish, all who see it begin to mock him, saying, ‘This man began to build and was not able to finish.’"

Luke: 14-28-30 (ESV)

Words of Wisdom

"Cast your bread upon the waters, for you will find it after many days. Give a portion to seven, or even to eight, for you know not what disaster may happen on earth."

Ecclesiastes 11:1-2 (ESV)

Words of Wisdom

"And though a man might prevail against one who is alone, two will withstand him—a threefold cord is not quickly broken."

Ecclesiastes 4:12 (ESV)


Who We Are

Who We Are

We believe money is a tool not a goal.  And it is our belief advisors like us have been uniquely called to be the “skilled craftsmen” (Exodus 36) of our day to help people understand how to relate to this tool with wisdom and stewardship. 

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our clients want PROACTIVE and HOLISTIC planning.

That is why at BRIGHTSMITH Advisors we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.


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Helping Our Clients Achieve Financial Efficiency Through Proactive & Holistic Planning

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