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Brianne Smith

PFS, Wealth Advisor

“Time, patience and perseverance will accomplish all things.”

Let's Talk About Brianne
Brianne Smith
  • Financial Planning

    We’ll work together to identify your needs, wants, dreams and concerns. I’ll analyze your financial statements, tax returns, cash flow, risk profile and budget to define a clear path to help reach your goals. I’ll guide you through life transitions along the way to keep you on track.

  • Personal CFO

    Communication and coordination between all of your professional and financial relationships are key to staying on track towards your financial goals. I will work together on your behalf with all members of your financial team.

  • Investment Planning

    Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we help ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.

  • Financial Life Portal

    Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.

    See First Hand Our Client Portal Experience

  • Education

    Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives at StrongHer Money.

  • Retirement Plan Services

    We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

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Contact Brianne

4252 Carmichael Road, Suite 227
Montgomery, AL 36106

E: bsmith@rfgadvisory.com
P: (334) 310-9520

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An award-winning RIA

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

* As of June 30, 2021.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
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To learn more about Brianne, the financial services, or to get started now developing a financial plan for your future, you may call Brianne at (334) 310-9520, email her at bsmith@rfgadvisory.com or send her a message below.