Traditions Wealth Advisors
2700 Earl Rudder Fwy #2600, College Station 77845
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About
Brien Smith, CFP, is the owner and founding partner of Traditions Wealth Advisors. With over 30 years of experience in financial services and 25 years practicing financial planning...About
Brien Smith, CFP, is the owner and founding partner of Traditions Wealth Advisors. With over 30 years of experience in financial services and 25 years practicing financial planning, it is important to Brien that Traditions Wealth Advisors is conscious of the needs of the Bryan/College Station community. Brien has been in the Bryan/College Station area since 1991 and in the business since 1988. Brien was born and raised in Texas, and is not interested in ever leaving. Traditions Wealth Advisors values social responsibility and we aim to support the community and charitable activities. As an Aggie owned and operated company, we serve our clients and the community with strong values and loyalty.Next steps to sign up for the Eldercare Financial Planner
- Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
- Verify the planner's experience and credentials in eldercare financial planning.
- Assess their fee structure and financing options.
- Request client references to gauge satisfaction.
- Collaborate on a financial planning strategy tailored to your needs.
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