Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, holding a Series 65 designation with three years of industry experience. He has been with Braeburn Wealth Management since 2020 and previously worked at Valeo Financial Advisors in 2021. Braeburn Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm provides fee-based investment management, financial planning, and consultation services using a strategic, diversified asset-allocation framework combined with fundamental, technical, cyclical, and quantitative analysis.

Logan Metcalf is a financial advisor with Braeburn Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles in various sectors such as hospitality and logistics. Braeburn Wealth Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers fee-based investment management and financial planning, employing a strategic asset-allocation framework with proprietary equity and income strategies.