Stock and Bond ETFs: When you deposit money with mPower, every dollar is seamlessly invested in up to 12 different asset classes, optimized for your selected asset allocation. Learn More

Financial Planning: We’re not just an investment tool. We provide tailored, customized advice based on your personal financial goals. Don’t have goals set just yet? Don’t worry, we help you identify them.

Retirement Planning: In just 5 minutes, mPower’s RetireGuide can help advise you on these three important questions:

  1. Am I saving enough? Everyone knows it’s important to save, but the true question is, do you know how much you need to save to live comfortably during retirement?
  2. When can I retire? Whether you’re considering an early retirement or planning on working as long as possible, mPower will show you how your retirement age and earnings impact the amount of money you need to save.
  3. Am I investing correctly? mPower can help you determine if you have the appropriate investment strategy for retirement.

IRAs: Quickly transfer you IRA or rollover your 401k and enjoy the convenience of managing all your retirement accounts through one easy-to-use platform.

Trusts: Setting up a trust account(s) is easy, but don’t just take our word for it. Set specific goals for each trust and take advantage of scheduled automatic deposits to assist in reaching your goals.

Tax Loss Harvesting: Our smart technology practices tax loss harvesting which helps you manage your tax liability. This tool translates into you saving more money.

Try our services for yourself by signing up now!

Investment advisory services provided through Smith Bruer Advisors, LLC a registered investment adviser with the Securities and Exchange Commission. Investments: Not FDIC insured ˑ No Bank Guarantee ˑ May Lose Value. Brokerage services provided to clients of Betterment LLC by Betterment Securities, a Securities and Exchange Commission registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

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