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Brandon C

CFP®, Series 66

Owings Mills, MD

BRC Financial Planning

Brandon Croxton is a CFP® professional with 20 years of industry experience, currently operating as the sole advisor at BRC Financial Planning. He has held roles at Lombard Securities, Edelman Financial Services LLC, and is part owner of Croxton, Thornton, Hammond LLC. Croxton serves on the board of Stocks in the Future, a nonprofit teaching investment principles to middle school students in underserved communities. BRC Financial Planning is a fee-only independent advisory firm serving individuals, high net-worth clients, employer-sponsored pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes client-specific investment policies based on modern portfolio theory, combining passive and active strategies primarily through the Betterment platform, and offers pension plan consulting and retirement plan management, including ERISA 3(38) investment management for plan sponsors.

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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