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Bryan Dean Myers

Advisor at Brookwood Investment Group — Manchester, MD

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Manchester, MD

Brookwood Investment Group logo

Brookwood Investment Group

Multi-team

Total advisors

66

Across 57 offices

Clients per advisor

53 Typical

Avg AUM per client

$357,698 Low

HNW client ratio

6% Low

About

Bryan Myers is a financial advisor with Brookwood Investment Group and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Redwood Private Wealth, Sera Capital Management, H. Beck, and Strategic Asset Management. Outside of his advisory work, he serves as president of an insurance agency and is the managing director of a tax specialists firm. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm uses a customized approach incorporating passive, active, tactical, and blended strategies, and operates a network of partner offices along with multiple affiliated businesses in insurance, legal, and tax services.

Client services

Based on Brookwood Investment Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing

Occupation focus

Based on Brookwood Investment Group

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees ranging from $1,000 to $10,000 for financial planning; up to $50,000 fixed fees for pension consulting; $60 annual technology fee per account.

Percentage

Negotiable, up to 2.50% annually (flat, linear, or tiered structures possible)

Commissions

Commissions on insurance products sold through affiliated entity Brookwood Insurance Group.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees ranging from $1,000 to $10,000 for financial planning; hourly fees up to $500/hour; fixed fees up to $50,000 for pension consulting.

Location

See office

Manchester, MD

Manchester MD

Advisors at this office

1

Most active in

Maryland

Work history

31 years of industry experience

Brookwood Investment Group

2025 - Present • 1 year

Phoenix, AZ

Redwood Private Wealth Llc

2021 - Present • 5 years

Phoenix, AZ

Sera Capital Management, LLC

2016 - 2021 • 5 years

Annapolis, MD

H. Beck, Inc.

2012 - 2016 • 4 years

Bethesda, MD

Strategic Asset Management, Ltd.

2003 - Present • 23 years

Westminster, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Shaun B

Series 66

Westminster, MD

Alton Point Advisors, LLC

Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

General retirement planning Income planning Options & derivatives strategies

Kent G

CFP®

Sparks, MD

Groff Wealth Management

My path to founding Groff Wealth Management began during the most difficult chapter of my life. Watching my father battle brain cancer was a profound lesson in how quickly circumstances can change. In the wake of his passing, I saw the need for the families I serve to live life now instead of one day. Over and over I see families with the means but lacking the permission to spend and enjoy their lives. Most firms are built to scale, often at the expense of the client experience. I chose a different path. I intentionally serve a limited number of families. By staying small, I can provide a concierge-level service that larger firms have a hard time matching. For the widow/ widower: I carry the mental load. Whether it’s navigating complex employer benefits, handling the paperwork of loss, or ensuring your legacy is secure, I am in the trenches with you so you have the space to heal. For the Retiree: You’ve worked hard to build your resources. I ensure those resources are aligned with your values, allowing you to stop worrying about the "what-ifs" and start living your life to the fullest. A Personal Commitment: When you call, I answer. Whether I’m in the office or coaching my kids’ sports teams, my clients have a direct line to me. You aren't a line item on a balance sheet, you are a family I have committed to protect. My mission is to provide the clarity you need to move forward with confidence. If you’re looking for a partner to help carry the weight of your financial life so you can focus on what truly matters, I’d be honored to talk.

General tax planning Income planning Widow/Widower Baby Boomers (Born 1946-1964)
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John A

Series 63, Series 65, Series 66

Parkton, MD

McClelland Wesley Wealth Management

John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

Wealth management Real estate investing Annuities
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Gregory R

Series 65

Westminster, MD

Wealth Builders Financial Group LLC

Gregory Rhines is a financial advisor with Wealth Builders Financial Group LLC in Westminster, MD. He holds a Series 65 designation and has 21 years of experience in the industry. He has been with Wealth Builders Financial Group since 2005 and has operated Wealth Builders, Inc. since 1992. Outside of his advisory role, he serves as president of Wealth Builders CPA & Consultants, a management position he has held since 1992. Wealth Builders Financial Group is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts and estates, and corporate/business entities. The firm uses fundamental security analysis and primarily recommends mutual funds for diversification, managing approximately $38 million in assets for nearly 500 clients.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason D

CFP®, Series 66

Cockeysville, MD

Ditto & Powers, LLC

Jason Ditto is a CFP® professional with 26 years of industry experience. He is currently a principal at Ditto & Powers, LLC and previously held roles at TriBridge Partners Financial LLC and MassMutual. His background includes work in investment strategy, financial planning, and insurance brokerage. Ditto & Powers, LLC provides financial planning and investment management services to individuals, trusts, and high-net-worth clients, along with corporate-sponsored financial planning and access to third-party manager programs. The firm typically manages assets on a discretionary basis, employing a client-specific asset allocation approach that may include a wide range of investment vehicles.

College savings (529s, UTMA, etc.) General estate planning guidance Passive / index investing Active portfolio management
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Philip S

CFA®, Series 66

Hunt Valley, MD

Snyder Asset Management, LLC

Philip Snyder is the principal of Snyder Asset Management, LLC, an independent registered investment adviser based in Hunt Valley, MD. He holds the CFA® designation and Series 66 license, with 20 years of industry experience. Prior to founding his firm in 2017, he worked at LPL Financial for one year. Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers discretionary portfolio management focused on long-term strategies, combining fundamental and technical analysis to build diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

General tax planning Roth conversion strategy Charitable giving tax strategies Retirement withdrawal strategies Private / alternative investments
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