A complete list of active advisors currently associated with L.J. Brey, Inc.

Warmer can help you find a great advisor at L.J. Brey, Inc. or one who fits your needs even better.

The firm offers fee-only financial planning and discretionary investment management to individuals, couples, and families, focusing on tying investment decisions to retirement, cash flow, estate and legacy goals. Engagements include initial and ongoing financial planning and implementation of the agreed Investment Policy using institutional-class mutual funds. Investment decisions are guided by academic research emphasizing long-term equity exposure, broad diversification, low cost, and rebalancing; portfolios are implemented primarily with academically engineered mutual funds and are managed on a discretionary basis with periodic reviews and quarterly performance reporting. The firm tailors an Investment Policy to each client’s goals, risk tolerance and cash flow needs, and uses that policy as the basis for portfolio construction and monitoring. Distinctive features include the firm’s reliance on restricted institutional funds (notably Dimensional Fund Advisors), which can limit additional purchases or require liquidation if a client transfers to a non‑approved advisor — a practical transfer risk that is less common among peers. The firm is a long-standing solo registered adviser managing over $100 million, generally requires a $2 million minimum to start an engagement, and maintains a formal succession agreement with another advisory firm for continuity in the event of the principal’s death or disability.

To learn more about the advisors currently working at L.J. Brey, Inc., 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.