A complete list of active advisors currently associated with Briarwood Financial

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

Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients, with a small client base and modest assets under management that suggest a focus on non‑high‑net‑worth households. The firm also offers project‑based planning and ongoing comprehensive planning engagements and works with employer‑sponsored retirement plans and corporate clients in a consulting capacity. The firm’s investment process is built around passive portfolio construction—using index mutual funds and ETFs to capture asset‑class returns—while incorporating fundamental and cyclical analysis to inform strategy and manager selection. Briarwood may utilize third‑party managers (for example, iCapital) when appropriate and provides ongoing monitoring and ERISA fiduciary services, including a Section 3(38) discretionary investment fiduciary manager program for plans. What sets Briarwood apart from many peers is the combination of advisory services with an accounting and tax‑preparation capability, as the firm offers tax preparation, bookkeeping, payroll and related accounting services in addition to investment advice. The firm also conducts educational seminars and participant education for groups and plan sponsors (sometimes pro bono), and operates as a small, hands‑on advisory team that emphasizes plan‑level fiduciary work alongside individual financial planning.

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