Shotwell Rutter Baer Inc.

EST. AUM
$167,148,208

CONTACTS

CLIENT ACCOUNTS
720

Firm Details

Metro area Lansing
CRD Number 122789
Website srbadvisors.com
Client types

Overview

Shotwell Rutter Baer Inc. is an independent, fee-only registered investment adviser headquartered in Lansing, Michigan, providing fiduciary wealth management and Financial Life Planning services. The firm specializes in advising educators—particularly Michigan State University employees—and public sector professionals on complex pension systems and 403(b) plans. Its proprietary “Strategic Reliable Blueprint” process integrates retirement accounts, tax strategies, and healthcare planning into a unified financial roadmap. The firm’s investment philosophy is evidence-based and globally diversified, utilizing institutional-grade investment vehicles and collaborating with external consultants such as East Bay Investment Services to construct low-cost, research-driven portfolios.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shotwell Rutter Baer Inc.

Platform Details

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