Brendan Smith

Mr. Brendan T.
Smith, CPA, is a Partner & Senior Wealth Advisor at Exencial Wealth Advisors LLC and a Founding Partner at Shoreline Financial Advisors LLC.
As a fiduciary, he focuses on providing personal financial planning, individualized tax and estate planning and investment management.
Prior to the merger of SFA and EWA, Mr. Smith founded SFA in 1996.
This followed a career practicing public accounting and estate and wealth planning in Boston and New Haven.
He has over thirty-six years of experience guiding clients to financial independence.
He has a B.S.
in Accounting from Boston College and a M.S.
in Taxation and Estate Planning from Bentley College.