A complete list of active advisors currently associated with Brickstone Advisors

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

Brickstone Advisors serves individual clients and also provides advisory services to employer‑sponsored retirement plan sponsors, offering asset management, financial planning, and retirement‑plan consulting. Its asset management capability includes exposure to stocks, bonds, mutual funds, ETFs, options, variable annuities, and REITs. The firm’s investment approach draws on fundamental and technical analysis as well as Modern Portfolio Theory and emphasizes long‑term, discretionary portfolio management tailored to each client’s financial situation and risk tolerance. Financial planning is offered on both a project and ongoing basis, with periodic reviews and follow‑up meetings to support implementation and adjustments. What is distinctive is the firm’s explicit retirement‑plan consulting work — including serving in 3(21) and 3(38) fiduciary roles and conducting quantitative and qualitative fund selection and monitoring — a service less common among single‑advisor independent firms. As a solo adviser with modest assets under management and a small client roster, the firm provides direct advisor oversight; the brochure also discloses that some associated persons are licensed insurance agents, a potential conflict that the firm documents and requires to be disclosed when relevant.

To learn more about the advisors currently working at Brickstone Advisors, 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.