Brendan Smith

Fondateur chez

Shoreline Financial Advisors LLC

Consumer Services

Finance

Profil

Mr. Brendan T.
Smith, CPA, is a Partner & Senior Wealth Advisor at Exencial Wealth Advisors LLC and a Founding Partner at Shoreline Financial Advisors LLC.
As a fiduciary, he focuses on providing personal financial planning, individualized tax and estate planning and investment management.
Prior to the merger of SFA and EWA, Mr. Smith founded SFA in 1996.
This followed a career practicing public accounting and estate and wealth planning in Boston and New Haven.
He has over thirty-six years of experience guiding clients to financial independence.
He has a B.S.
in Accounting from Boston College and a M.S.
in Taxation and Estate Planning from Bentley College.

Postes actifs de Brendan Smith

Sociétés	Poste	Début
Shoreline Financial Advisors LLC Shoreline Financial Advisors LLC Investment ManagersFinance Provides investment advice	Fondateur	01/01/1996
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes.	Gestionnaire de Portefeuille-Actions	01/02/2023

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Sociétés liées

Entreprise privées	4
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shoreline Financial Advisors LLC Shoreline Financial Advisors LLC Investment ManagersFinance Provides investment advice	Finance
Exencial Wealth Advisors LLC Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes.	Finance