A complete list of active advisors currently associated with Brewster Financial Planning LLC

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

Brewster Financial Planning provides personalized, fee‑only financial planning and investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages assets on both discretionary and non‑discretionary bases and reports managing roughly $240 million for about 118 clients. The investment approach emphasizes asset allocation implemented primarily with passively managed index funds and exchange‑traded funds, with globally diversified portfolios documented in client‑specific Investment Policy Statements. Accounts are continuously monitored, reviewed at least quarterly, and the firm typically executes strategies on a discretionary basis through no‑load or low‑load funds held at discount custodians. The brochure indicates the firm issues periodicals, special reports and charts or models clients may use to evaluate securities and discusses performance figures in fund disclosures, suggesting the use of hypothetical or modeled performance materials in its communications — a practice that is uncommon among peers. The firm also notes relationships with institutional clients such as pension plans and, unusually for similar supported firms, insurance company clients, while maintaining a strictly fee‑only, non‑commission business model.

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