A complete list of active advisors currently associated with Brennan Financial Group, LLC

Warmer can help you find a great advisor at Brennan Financial Group, LLC or one who fits your needs even better.

Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates and small businesses. The firm also offers tax preparation and bookkeeping services and operates on a fee-only basis without accepting commissions. The firm emphasizes long-term, asset-allocation driven portfolios that use no-load mutual funds, ETFs, individual securities and, when appropriate, third-party managers, with custodial execution commonly through Fidelity and analytic support from Morningstar Office. Investment advice is delivered primarily on a non-discretionary basis — the firm recommends and implements trades after client approval — and it manages roughly $49 million for about 33 clients under these arrangements. Distinctive features include the integration of professional accounting services with financial advice, as the firm provides ongoing tax preparation and bookkeeping within advisory engagements and may file eligible returns electronically as part of service. It is also atypical among peers in operating predominantly non-discretionary relationships where clients retain final investment authority while authorizing the firm to carry out approved transactions under a limited power of attorney.

To learn more about the advisors currently working at Brennan Financial Group, 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.