Brian Smith brings more than 33 years of experience in wealth advisory and planning to his role as Director of Planning at Balefire Wealth, where he works closely with families and individuals to develop thoughtful, comprehensive financial strategies. With over 25 years of experience creating and implementing financial plans, Brian helps clients make informed decisions that align with their long-term goals and enhance their financial confidence.
Throughout his career, Brian has supported clients through evolving market environments, complex financial transitions, and multi-generational planning needs. He has held advisory and planning roles with multiple financial services organizations and has a deep background coordinating planning processes and driving practice-level improvements.
Brian holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations, and he earned his MBA, reinforcing his commitment to technical expertise and client-focused outcomes.
Based in the Iowa Quad Cities, Brian enjoys spending time outdoors — especially fishing and watching sports — and values spending quality time with family and friends