A complete list of active advisors currently associated with Brownsboro Financial

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

Brownsboro Financial provides investment management, financial planning, and advisory services to individual clients, including high-net-worth individuals. The firm offers tailored financial plans, retirement and tax-planning coordination, business planning, and both fixed-fee and ongoing monthly-retainer comprehensive planning engagements. The firm primarily implements passive investment strategies using index mutual funds and exchange-traded funds and also recommends and monitors third‑party outside managers to implement client allocations. Account supervision is guided by client-specific investment policy statements, with reviews and ongoing contact to reassess objectives, suitability, and any client‑imposed restrictions. The principal’s background in accounting — including current employment with an accounting firm and prior roles as an accountant, plus co‑ownership of a small real‑estate business — is a distinguishing feature that is uncommon among independent advisers. Operationally, Brownsboro Financial pairs that accounting perspective with a focus on passive portfolios and outside managers, and it structures client relationships with ongoing planning retainer options while noting it does not provide separate written investment reports for managed accounts.

To learn more about the advisors currently working at Brownsboro 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.