A complete list of active advisors currently associated with Brookside Financial Advisors, LLC

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

Brookside Financial Advisors, LLC offers fee‑based financial planning, discretionary portfolio management, financial consulting and management of variable annuity and life products for individual clients. The firm reports two advisors serving 468 client relationships and notes that the majority of client assets are managed through third‑party money managers rather than held directly by the firm. Its advising process uses individualized investment policy statements and periodic reviews, and it commonly implements strategies through a recommended SEC‑registered third‑party manager while accepting discretionary trading authority on managed accounts. The firm does not act as custodian, relies on custodians to withdraw advisory fees, and also provides standalone consulting engagements and non‑discretionary assets‑under‑advisement services. Noteworthy operational features include the principal’s concurrent business activities in tax/accounting, insurance sales (including Medicare supplement work) and a law practice that provides estate and probate services, all disclosed as potential referral or commission conflicts. Brookside’s unusually high client‑to‑advisor ratio (well over 200 clients per advisor), its essentially zero directly reported AUM because assets are largely placed with third‑party managers, and an incentive‑sharing arrangement with the recommended manager are distinctive relative to many peers.

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