Our Story

Southeast Financial Advisors is a registered investment advisory firm focusing on investment management and financial planning for our clients. Our firm is dedicated to delivering the best possible financial advice to its clients. Through diligent research efforts and the latest technology, the firm has become one of the fastest growing investment management firms in the area.

In 1998, Brian Smith began Southeast Financial Advisors with a vision of delivering comprehensive portfolio management and financial planning services to his individual, corporate, and institutional clients with a commitment of service second to none. Investors often realize they are missing the single most important element in their investment plans. That element is a portfolio manager who has a solid understanding of their needs and who utilizes the available research to consistently strive to outperform the markets.

We Adhere To High Standards

• Integrity – We abide by high morals while striving to deliver the best advice for every client.
• Commitment – We assure our clients that we are committed to dedicating our time, experience, and knowledge to understanding their needs and expectations.
• Objectivity – We are an independent advisory firm dedicated to the client’s best interest, not in the interest of the companies’ whose products and services we offer.
• Professionalism – We offer clients confidence with our expertise and attention to detail.
• Confidentiality – We pledge every client complete and total confidentiality.
• Performance – We understand that measurable results are a critical element in helping clients achieve their goals.