As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interest in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives. As a result we have selected Fidelity Investments to be our custodian. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world. As experts in the financial services field, they have a thorough understanding of the products and services we need in order to best serve you.
Go to Fidelity Investments
Wouldn't we all? Bonner & Smith LLC is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning.
We currently manage assets that include individual investors, corporate profit sharing plans, 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.
CERTIFIED FINANCIAL PLANNER™ professionals
Registered Investment Advisor
Fee-Only - no commissions, no selling
Active Portfolio Management - continual monitoring
Fiduciary—we act in your best interest, always
Independent – conflict free, full disclosure
Fidelity as custodian – high quality, low expenses, accessible 24/7
High client retention/referral rates
We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate
Susan D. Smith, CFP®
Keith Bonner, CFP®
Keith Bonner and Susan Smith bring together over 54 years of experience in financial services. They take a team approach to provide clients with expertise in portfolio management and financial planning.
Financial planning is a process, which involves investment planning, income tax planning, insurance, retirement planning, employee benefits and estate planning. As professional advisors they help clients discover and solve financial problems and achieve life goals by serving as both counselor and coach.
There is no outsourcing or third party portfolio management; Keith and Susan manage all portfolio implementation and monitoring processes. Fidelity Investments custodies all client accounts with the exception of College 529 accounts held at American Funds.
As CERTIFIED FINANCIAL PLANNER™ professionals, Keith and Susan have met the CFP® Board’s education, examination and experience requirements and have agreed to adhere to high standards of ethical conduct. The CFP® Board requires biennial certification, including continuing education.
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