Bryan Smalley

About Bryan

I am a husband and father of four who believes that you treat people how you want to be treated and that when you do right by others good things come your way. Born and raised in the Midwest, I am a family man who enjoys a good beer, thought provoking books, and sitting around a roaring fire with family and friends (making Smore’s, of course).

I went from coaching students on how to navigate college life to helping retirees navigate retirement. Why the switch? I wanted to work with people at the cross section of saving for and living out their financial dreams. Each step of the way the mission has remained the same: be helpful and strive to make the life of the person I serve better.

I take great satisfaction in helping my clients achieve financial well-being through a well thought out financial plan and a portfolio that matches their goals and ambitions. I do this by taking the scary out of retirement planning and allowing my clients to focus on the things that are most important to them in retirement: health, peace, and the confidence to enjoy the retirement they have worked hard to build.

Contact me directly to set up an introductory call to discuss what is on your mind and what is most important to you when it comes to your retirement.