A complete list of active advisors currently associated with Brilliant Financial Strategies LLC

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

Brilliant Financial Strategies LLC advises individuals, high‑net‑worth clients, and business entities, offering portfolio management, ongoing and project-based financial planning, and pension consulting for employer-sponsored plans. The firm also provides tax‑oriented real estate services, including cost segregation studies aimed at accelerating depreciation for property owners. The firm’s investment process is grounded in Modern Portfolio Theory and a long‑term trading approach, with client objectives and risk documented in an Investment Policy Statement and many accounts managed on a discretionary basis. Advice is generally limited to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs) and Treasury inflation‑protected securities, accounts are custodied at Charles Schwab, and client accounts are reviewed at least annually. Noteworthy aspects include an explicit pension consulting practice for 401(k) and other employee benefit plans with fixed and hourly fee arrangements, which is less common for firms of this size, and the offering of real estate cost segregation as a tax‑planning service. The brochure also discloses an affiliation with an insurance business that will be a client of the firm and could present potential conflicts when commissionable insurance products are discussed.

To learn more about the advisors currently working at Brilliant Financial Strategies 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.