A complete list of active advisors currently associated with Braeburn Wealth Management, LLC
Warmer can help you find a great advisor at Braeburn Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Braeburn Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Muskegon, MI
| 1
| |
Muskegon, MI
| 3
| |
Muskegon, MI
| 25
|
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