A complete list of active advisors currently associated with Brookhouse Advisors

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

Brookhouse Advisors is a registered investment adviser that provides discretionary asset management and fee-based financial planning to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit or charitable organizations. Services include customized investment policy statements, model-portfolio construction, and both limited and comprehensive financial planning. The firm’s investment process combines industry, regional, value and technical analysis with tactical asset allocation, diversification, and active monitoring to maintain portfolio alignment with clients’ risk tolerances and time horizons. Brookhouse uses both short- and long-term trading, conducts regular rebalancing, and accepts discretionary authority for managed accounts; it also discloses use of strategies such as margin or options where appropriate. Notable distinctions include a focus on institutional-like clients uncommon among peers — the brochure lists pension/profit-sharing plans, nonprofit and charitable clients, and a stated pension-consulting capability. The firm’s principal holds retirement- and values-oriented credentials and serves on nonprofit and religious organization boards, and the firm discloses a compensated advisory relationship with at least one nonprofit, a relationship noted as a potential conflict of interest.

To learn more about the advisors currently working at Brookhouse 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.