A complete list of active advisors currently associated with Briggs Financial Inc.

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

Briggs Financial serves individual and high‑net‑worth clients, offering discretionary investment management, ongoing financial planning, and in‑house tax preparation. The firm reports roughly $52 million in assets under management and provides portfolio supervision based on each client’s stated objectives and reasonable investment restrictions. Investment decisions are driven primarily by fundamental analysis with a long‑term orientation, and the adviser does not charge performance‑based fees or accept commissions tied to capital gains. Financial planning is provided as an ongoing service (monthly subscription for most clients and hourly billing for Washington clients), includes use of the eMoney planning platform, quarterly meetings, and an annual plan review. A notable feature is the firm’s in‑house tax preparation practice, with a published fee schedule for a range of returns and forms (including Form 706 and Form 709) and additional hourly or complexity fees for specialized work. The brochure also discloses that the firm does not accept commissions or third‑party compensation for product sales and that it participates in Charles Schwab’s institutional program for custody and operational support.

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