A complete list of active advisors currently associated with Brookstone Financial

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

Brookstone Financial provides discretionary asset management, financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations and charitable entities. In addition to ongoing portfolio management, the firm offers donor‑advised account management, ERISA retirement‑plan services (both 3(21) and 3(38) roles), and educational seminars and workshops. The firm generally manages client accounts on a discretionary basis and may engage sub‑advisors or third‑party managers to implement strategies while retaining overall client responsibility and periodic monitoring. Investment methods described in the brochure include fundamental, technical, charting and cyclical analysis, and client relationships commonly include customization of restrictions, rebalancing and periodic reviews. Distinctive disclosures in the firm’s ADV include referral fee arrangements with third‑party managers, licensed insurance activities by principals and the firm’s receipt of a Small Business Administration Paycheck Protection Program loan, all of which the firm identifies and manages as potential conflicts. The firm also recently added donor‑advised giving to its services and charges modest attendance fees for public educational seminars—features noted in the brochure as less common among similar team advisory firms.

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