Designed to Meet Real-World Needs
Our services work together to support informed decisions and a more intentional financial future.
Financial Planning
Thoughtful planning that aligns wealth with purpose.
Financial planning brings structure and clarity to every aspect of a client’s financial life. The process begins with understanding goals, resources, and long‑term priorities, then translating them into a coordinated strategy that evolves over time. Plans incorporate cash‑flow modeling, savings optimization, tax considerations, risk exposure, and scenario analysis to help clients evaluate trade‑offs and make informed decisions. The result is a dynamic roadmap that adapts as markets shift, life events occur, and priorities change.
Investment Management
Disciplined portfolios built for resilience and long-term growth.
Investment management is grounded in research, risk awareness, and a long‑term perspective. Portfolios are constructed to reflect each client’s objectives, time horizon, and tolerance for volatility, using a disciplined framework that emphasizes diversification and cost efficiency. Ongoing oversight includes monitoring market conditions, rebalancing, and evaluating opportunities to enhance risk‑adjusted returns. The approach is designed to provide stability through uncertainty while pursuing durable, long‑term outcomes.
Investment Management
Disciplined portfolios built for resilience and long-term growth.
Investment management is grounded in research, risk awareness, and a long‑term perspective. Portfolios are constructed to reflect each client’s objectives, time horizon, and tolerance for volatility, using a disciplined framework that emphasizes diversification and cost efficiency. Ongoing oversight includes monitoring market conditions, rebalancing, and evaluating opportunities to enhance risk‑adjusted returns. The approach is designed to provide stability through uncertainty while pursuing durable, long‑term outcomes.
Securities Brokerage
Transparent access to markets with institutional-grade support.
Some clients are not interested in a full-service planning and advisory arrangement. Our securities brokerage services provide efficient, transparent execution across a broad range of investment products. Clients benefit from streamlined operations, competitive pricing This service complements advisory relationships at other firms by offering tactical flexibility — enabling timely trades, specialized transactions, and access to a wide array of securities — with the ability to deliver on settlement to wherever the client chooses.
Business Owner Advisory
Strategic guidance for entrepreneurs and closely held enterprises.
Business Owner Advisory supports the unique financial decisions faced by entrepreneurs and owners of closely held companies. The service integrates personal and business planning, addressing liquidity events, succession strategies, compensation design, entity structure, and long‑term value creation. Guidance is tailored to the realities of ownership, helping clients align enterprise decisions with personal wealth goals, manage complexity, and prepare for transitions that shape both business and family outcomes.
Business Owner Advisory
Strategic guidance for entrepreneurs and closely held enterprises.
Business Owner Advisory supports the unique financial decisions faced by entrepreneurs and owners of closely held companies. The service integrates personal and business planning, addressing liquidity events, succession strategies, compensation design, entity structure, and long‑term value creation. Guidance is tailored to the realities of ownership, helping clients align enterprise decisions with personal wealth goals, manage complexity, and prepare for transitions that shape both business and family outcomes.
Retirement Plan Consulting
Fiduciary‑minded plan design for both owners and employees.
Retirement Plan Consulting provides employers with clarity and structure in managing workplace retirement benefits. Services include plan design, investment menu construction, provider evaluation, fiduciary oversight, and participant education strategies. The focus is on transparency, regulatory alignment, and improving participant outcomes. Whether establishing a new plan or refining an existing one, the consulting process supports employers in delivering a retirement program that is both competitive and responsibly managed.
Legal Settlement Advisory
Thoughtful guidance for financial decisions that cannot be undone.
Legal settlements often involve irreversible financial decisions, and this service provides the disciplined analysis needed to choose with confidence. Clients receive detailed cost‑benefit modeling across multiple scenarios — such as lump‑sum payments, structured settlements, and trust‑based options — along with complimentary, comprehensive planning that evaluates cash‑flow needs, tax implications, long‑term stability, and investment strategy. Braemar partners with leading settlement providers to ensure precise execution while offering creative investment design for both plaintiffs and attorneys, including guidance around contingency‑fee proceeds. The goal is to bring clarity, structure, and informed judgment to a moment that demands careful, thoughtful decision‑making.
Legal Settlement Advisory
Thoughtful guidance for financial decisions that cannot be undone.
Legal settlements often involve irreversible financial decisions, and this service provides the disciplined analysis needed to choose with confidence. Clients receive detailed cost‑benefit modeling across multiple scenarios — such as lump‑sum payments, structured settlements, and trust‑based options — along with complimentary, comprehensive planning that evaluates cash‑flow needs, tax implications, long‑term stability, and investment strategy. Braemar partners with leading settlement providers to ensure precise execution while offering creative investment design for both plaintiffs and attorneys, including guidance around contingency‑fee proceeds. The goal is to bring clarity, structure, and informed judgment to a moment that demands careful, thoughtful decision‑making.