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Thomas B
Series 65
Mill Valley, CA
Bray Financial Advisors LLC
Thomas Bray is the sole advisor at Bray Financial Advisors LLC in Mill Valley, CA, holding a Series 65 license with seven years of industry experience. He has led his independent firm since 2018. Bray Financial Advisors LLC offers discretionary investment management and financial planning services tailored to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach based on modern portfolio theory, emphasizing low-cost index funds and ETFs, with portfolios customized to client-specific guidelines.
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