A complete list of active advisors currently associated with Greenbrier Financial

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

Greenbrier Financial, L.C. serves individual and high-net-worth clients with wealth management and financial planning, offering ongoing portfolio management as well as project-based planning and tax preparation services. The firm’s service menu also includes business planning, cash flow and debt management, retirement and college planning, insurance review, and risk-management advice. The firm operates on a fee-only basis and builds portfolios using asset-allocation principles informed by Modern Portfolio Theory, combining passive and active investments as appropriate and generally managing accounts on a discretionary basis while allowing clients to impose reasonable written restrictions. Accounts are reviewed on a quarterly schedule and the firm executes trades on an individual basis rather than through aggregated block trading; custodial statements are used for client reporting. Noteworthy features include the firm’s formal LLC structure and a practice history dating back to 2009 with recent RIA registration, and—at the time of its ADV filing—it reported no assets under management or clients. Unlike many small independent advisers, the firm does not operate as a solo practitioner and provides in-house tax preparation supported by the principal’s CFP® and Enrolled Agent credentials.

To learn more about the advisors currently working at Greenbrier 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.