A complete list of active advisors currently associated with Brewer Financial Strategies

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

Brewer Financial Strategies serves individuals, high‑net‑worth individuals, and charitable organizations with fee‑only investment management and financial planning. Services include discretionary portfolio management across stocks, bonds, mutual funds, and ETFs, along with both ongoing and project‑based financial planning engagements. The firm builds individualized investment policies and asset allocation targets based on client goals, risk tolerance, and tax considerations, employing a mix of passive and active strategies. It typically favors longer‑term holdings while permitting tactical short‑term trades, operates with discretionary trading authority, and implements trades on an account‑by‑account basis rather than block aggregating orders. Noteworthy characteristics include a small client roster (about a dozen clients) alongside roughly $8 million in assets under management, which produces a relatively high assets‑per‑client ratio and reflects a boutique scale of operations. The sole owner/principal brings prior industry experience from larger firms, offers business‑owner oriented services such as business planning and employee benefits optimization, recommends outside managers when appropriate, maintains a policy of not accepting third‑party compensation, and does not vote client proxies.

To learn more about the advisors currently working at Brewer Financial Strategies, 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.