A complete list of active advisors currently associated with BRC Financial Planning

Warmer can help you find a great advisor at BRC Financial Planning or one who fits your needs even better.

BRC Financial Planning is a fee-only independent advisory firm that works with individuals, high net‑worth clients, employer-sponsored pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides investment management, ongoing and project‑based financial planning, and retirement plan consulting and management services. The principal, who holds the CFP® designation, develops client‑specific investment policies and asset allocations informed by modern portfolio theory and a mix of passive and active strategies. The firm requires clients to use the Betterment platform for investment management and may engage outside managers; it can act with discretionary trading authority but also provides advisory or non‑discretionary consulting roles depending on the engagement. Notable for a solo adviser, the firm explicitly offers pension plan consulting and retirement plan management and can serve as an ERISA 3(38) investment manager when engaged by plan sponsors. The brochure also discloses the principal’s outside business activities and nonprofit board involvement and explains that the firm’s required use of a single outside platform (Betterment) affects custody, execution, and service arrangements.

To learn more about the advisors currently working at BRC Financial Planning, 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.