Brian Dennis, CFP®

The firm provides asset management, financial planning, and consulting to individuals, their trusts, and estates, delivering ongoing supervision of separate accounts and offering full or modular written financial plans as well as one‑time or as‑needed consultations. Advisory relationships are established under written agreements and can be managed on either a discretionary or non‑discretionary basis according to client authorization.

The firm’s investment approach emphasizes fundamental analysis and a value‑oriented, long‑term, long‑only strategy, supplemented by tactical and strategic asset‑allocation tools and occasional modest increases in cash rather than market timing. Services are tailored through one‑on‑one interviews and questionnaires, allow clients to impose reasonable investment restrictions, and accounts are reviewed at least quarterly.

What is distinctive about this firm is the adviser’s concurrent professional roles: a licensed attorney who provides estate‑planning legal services, an independent insurance agent who may recommend and sell insurance and annuity products for commissions, and a real‑estate broker license that is maintained though not actively used; those activities are disclosed as separate practices and compensated separately from the advisory business. The firm also offers both hourly and fixed‑fee planning arrangements in addition to asset‑based portfolio management, and discloses participation in product due‑diligence and training events for which travel or marketing expense reimbursements may be received, creating potential conflicts of interest the firm seeks to manage.