Braeburn Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,854,075
Clients
441
Advisors
3
of 7 employees
About
Braeburn Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities. The firm provides fee‑based investment management as well as financial planning and consultation services, and offers a complimentary newsletter and general educational workshops.
Investment advice is tailored through a strategic, diversified asset‑allocation framework and a mix of fundamental, technical, cyclical and quantitative analysis, with accounts managed on a discretionary or non‑discretionary basis and reviewed at least quarterly. The firm documents ERISA fiduciary responsibilities for retirement plan work and addresses IRA rollovers and related conflicts in its written policies.
Distinctive aspects include a set of proprietary strategies—for example, a screen‑driven Braeburn Growth and Value equity sleeve that is re‑screened in early January (the brochure notes historically high turnover for that sleeve), a speculative Braeburn Black small‑cap strategy, and separate income and ETF portfolios—and an expressed preference to limit new bond purchases given its market view. Braeburn also works with pension/profit‑sharing and municipal clients, publishes periodic newsletters (weekly or quarterly) and runs educational workshops, and its marketing practices include the use of client testimonials.
Client services
Expertise
Fee options
Project-based fees may be charged for larger projects, calculated using hourly rate as a guide
$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks
$200 per hour for Financial Planning and Consultation Services
Account minimum: $100,000 Fee-only: Investment Management fees based on percentage of assets under management; Financial Planning and Consultation Services charged hourly or project-based fees at $200/hour
Main office
111 West Western Avenue
Muskegon MI 49442
Advisors at this office
3
Most active in
California · Florida · Louisiana · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael P
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
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 P
Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
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 M
Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
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.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)