Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brett H

CFP®, Series 66

Coral Gables, FL

Kirtland Financial Management, Inc.

Brett Hixon is a Certified Financial Planner® with over 22 years of experience in the financial industry. He has been with Kirtland Financial Management, Inc. since 2011, serving as an advisor and president, and holds the Series 66 designation. Hixon is also the CEO and sole shareholder of a support company affiliated with the firm. Kirtland Financial Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and business owners. The firm provides integrated financial planning and portfolio management, emphasizing long-term investment horizons and diversification aligned with modern portfolio theory.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")