Bonner & Smith LLC Information

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.