A complete list of active advisors currently associated with Brooks Financial Advisory Group, Inc.

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

The firm provides investment advice and portfolio management primarily to individuals, retirement-plan participants, trusts, estates, charities, and business entities, offering portfolio management and individual-directed retirement account services. It manages roughly $16.6 million for about 58 clients through a two-advisor team. Brooks Financial delivers personalized, non-discretionary portfolio management—providing continuous supervision and recommendations while obtaining client approval before executing transactions. The firm’s investment process relies on fundamental analysis and modern portfolio theory, with limited use of margin and option strategies when deemed suitable, and it treats rollover advice as fiduciary guidance. Notably, the adviser reports all assets as non-discretionary, a structure that is uncommon among similarly supported firms and means clients retain trade authorization. Senior personnel are also licensed insurance agents who may earn commission-based compensation (the firm may offset advisory fees in some cases), and one principal performs bookkeeping and tax-preparation work on a limited basis—arrangements that introduce potential conflicts of interest that differ from many peers.

To learn more about the advisors currently working at Brooks Financial Advisory Group, 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.