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 Poland is a financial advisor at Braeburn Wealth Management, LLC with a Series 65 designation and three years of industry experience. He has been with Braeburn Wealth Management since 2020, including its current iteration since 2022. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a range of clients including individuals, high-net-worth clients, trusts and estates, and retirement plans. The firm customizes portfolios through a client-driven process, emphasizing diversified asset allocations and maintaining several in-house model strategies, while incorporating client education through newsletters and workshops.

Logan Metcalf is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles outside the financial industry in various companies such as Airport Freight X-Change and West Side Social. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm customizes portfolios using a client-driven discovery process and employs multiple in-house model strategies emphasizing equities, while also offering educational workshops and regular newsletters as part of its services.