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Your Trusted Financial Guides for Life

Clarity for the Road Ahead

The path to a clear financial future isn't a straight line. And it’s a marathon — not a sprint. That's why we offer personalized guidance to help you navigate this long, winding road while always putting your best interests first. As CFP® and ChFC® professionals, we also know that life changes happen outside of the typical 9-5 schedule, and pride ourselves on being there for you, whenever you need us the most.

Relational Care that Puts You First

Relational Care that Puts You First

We genuinely care about each and every client. Our relationship goes much deeper than discussing your portfolio. In fact, many of our relationships are more like friendships. Because we care, we have a deep sense of responsibility, and your best interests become our priorities. This is the reason we have trusting, long-term relationships.

Comprehensive Guidance for Life

Comprehensive Guidance for Life

Our holistic approach to financial planning involves learning about your life beyond your finances. We learn about your priorities, values and dreams so we can help you across every aspect of life. From effective money management to leaving a lasting legacy, we'll collaborate to grow, protect, and distribute your wealth according to your vision.

Schedule an In-Person Meeting

At BRK, we strive to meet with clients in person to order to make our relationships more personalized. We believe that in today's world, having those face to face meetings becomes a value add that not everyone gets anymore.

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Skilled Professionals Working for You

Skilled Professionals Working for You

As CFP® and ChFC® professionals, we put our specialized knowledge and extensive experience to work for you, under the highest standards of ethics and integrity. And as an independent, fiduciary planning firm we have the freedom and flexibility to personalize our solutions to suit your unique needs.

BRK Core Values: Our Trusted Foundation

Be the guide for the winding road.

A financial journey is a marathon — not a sprint — and it’s not a straight line. We’re committed to providing constant, fluid advice for the long road ahead.

Clients deserve our availability.

As CFP® and ChFC® professionals, we believe in providing accessible, personalized service, where advisors work directly with clients, and clients can reach their advisor — when they need them.

Client relationships are our priority.

We genuinely care about our clients and often develop relationships that are more like friendships. With a deep sense of responsibility to our clients, we will always put their best interests first.

Offer solutions for every aspect.

At BRK Financial, we offer solutions for every aspect of our clients’ financial lives. We will walk clients through every important step and decision they face.

Our Advisors

Our Financial Team

Parent Company: Cetera Advisor Networks

Our Custodian: Pershing

Our Services

We focus on the full financial picture with expertise in investment management, pension plans, estate planning, tax planning and more.

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Our Approach

We specialize in providing clear, continuous and personalized guidance for the road ahead, with responsive support when you need it most.

Our Approach

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Our experienced advisors help navigate the complex financial landscape with constant, fluid advice to help you feel confident in your financial life.

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