BONNER & SMITH, LLC
A Fee-Only Comprehensive Financial Planning and Investment Management Firm
If you saw what we see....™
Financial Planning & Investment Management Makes a Difference
Bonner & Smith, LLC is a fee only comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning and estate planning.
We currently manage assets that include private investors, corporate profit sharing plans, endowments, and trusts.
Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably. Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance. Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth.
Our Mission Statement
At Bonner & Smith we believe that choosing a financial planner is one of the most important decisions you make. Everyone can benefit from the services of a CERTIFIED FINANCIAL PLANNER™ professional, whether they have a high net worth or a negative net worth. Our mission is to provide you and your family with financial guidance over your lifetime, with a commitment to individual attention and the highest fiduciary standard. We look forward to helping you reach your life goals and achieve financial well-being.
