Brian R. Smith CFP®, CRPC®,CBEC®

A financial professional for over 25 years, Brian specializes in Financial Planning for Successful Business Owners and their families. Areas of particular expertise include all facets of business and succession planning and coordinated estate/legacy planning.

Brian gives back to his community by working with the Boy Scouts of America and by serving on the Board of Harvest Community Charities. In addition, Brian volunteers, supports, and serves on committees for many organizations. Brian also gives back by educating the community at large with financial education workshops.

Brian and his wife Gretchen reside in Birmingham Alabama, with their two children. They enjoy adventure travel, equestrian activities, fly fishing, and spending time with their family.

About Agribusiness Succession Advisors LLC

Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.

*The Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.