Our Team
Brian J. Smith, CFP ®, AIF®
Senior Vice President, Investments
As a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®, my focus is simple: help my clients make smart, confident decisions about their money — and their lives.
I believe the foundation of a great financial plan is trust, and trust is built through education. The more you understand what you own and why, the better equipped you are to stay the course when markets get noisy. My approach centers on managing risk thoughtfully, building portfolios using experienced professional managers, and making sure every strategy reflects your goals — not a generic template.
I operate on a fee-based model, and I am held to a fiduciary standard in my advisory relationships, meaning I'm required to act in your best interest. I take that responsibility seriously across everything I do.
I'm a lifelong Quakertown resident, a Quakertown High School graduate, and a Penn State alum with degrees in Finance and Marketing. After nearly two decades working alongside families, business owners, and retirees throughout the Bucks County area, I'm proud to call this community both my home and my practice. My colleague Deb Mann and I are here because our clients are here — and there's no place we'd rather be.
Whether you're planning for retirement, navigating a career transition, growing a business, or simply trying to make sense of your financial picture, I'd welcome a conversation.
Deb Mann
Client Service Associate
I have over 30 years of experience in the banking industry, with the past nine working alongside Brian in his financial services practice. I enjoy daily interaction with our clients and strive to develop a deep understanding of every individual's needs, goals and challenges. As a Client Service Associate, my role is to anticipate those needs, respond to requests, and provide exceptional service. I am committed to treating every client with compassion and professionalism in all dealings. This approach has resulted in great working relationships with both Brian and our many clients.
Joining B. Riley Wealth has provided an exciting opportunity for me to broaden my skills. I look forward to getting to know new clients while continuing to serve our longstanding clients, friends and neighbors in the Quakertown community.