A complete list of active advisors currently associated with Brophy Wealth Management, LLC

Warmer can help you find a great advisor at Brophy Wealth Management, LLC or one who fits your needs even better.

Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial analyses and wealth plans and sponsors a wrap-fee program for client accounts maintained at Charles Schwab, with written engagement agreements required before services begin. Brophy typically implements client portfolios through strategic and tactical asset allocation and by recommending third‑party Independent Managers, drawing on both fundamental and technical analysis in its manager selection and monitoring. The firm tailors portfolios to clients’ stated risk tolerances and time horizons, conducts at least quarterly management reviews, and uses tools such as the eMoney platform to consolidate reporting, including assets it does not manage. The firm’s scale — managing over $532 million in discretionary assets while operating with a small advisory team — is notable relative to many similarly sized teams and may affect its use of third‑party managers and platform services. Brophy also maintains affiliated supervised persons who can provide commission-based brokerage through a broker‑dealer relationship and discloses marketing practices such as the use of client testimonials, along with a planned ownership transition that the firm has reported in its disclosures.

To learn more about the advisors currently working at Brophy Wealth Management, 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.