Client Access

Financial Planning

True Fiduciaries. Truly Independent. Stewardship Focused.

It’s time you had a financial advisor who aligns with your values, puts your needs first, provides step-by-step guidance to accomplish your financial goals, and has an affordable and transparent fee structure. As an independent advisor, we are not tied exclusively to companies, funds, or investment products. This enables us to choose from a wide range of investment options in order to tailor advice based on what’s best for you. As true fiduciaries, we maintain the highest standard of care – and are required to act in the best interests of our clients at all times.

Our Primary Purpose

BRIGHTSMITH Advisors is a proactive and strategic financial planning firm. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.

Whether you need to develop a winning retirement strategy, are making sure you’re covered for that next big life changing event or need to plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.

We will help you proactively plan out what steps you need to take to avoid financial or business problems, save you money, and lay a foundation for financial growth—both for businesses and individuals.

Education, Experience, Expectations – It's What Makes Us Different

It’s also the foundation for intelligent, well-considered decisions. When you have a goal in sight, sound decisions are vital in helping you pursue those goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

Client Centered

Education
We take great care and time discussing the available options for your financial strategy. Through co-planning, we empower you with understanding so you can make confident decisions.

Experience
Our network spans coast to coast and provides you with comprehensive services, such as estate planning, the sale of a business, complicated tax situations, trusts, and intergenerational wealth transfer. In addition, as independent advisors we use various 3rd party custodians to safeguard assets. Similarly, we work in conjunction with all of your other professionals to craft a holistic, personal, and comprehensive strategy.

Expectations
We know that disappointment lies in the space between expectations and reality, so we work hard to lead with clarity, transparency, and honesty. To provide tailored advice that works holistically with your established financial team we must first build a strong understanding of your situation. This often takes regular, ongoing interactions. Because we will be transparent, we hope you will be transparent with us. We understand our approach is different, and our strategies aren’t for everyone.

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