Brotman Financial Group, Inc. - (410) 252-4555

Closely-held financial planning and wealth management practice serving select clients across the U.S.

Not Just Analysis... Synthesis

At Brotman Financial Group, Inc. we offer holistic financial advice and help coordinate every detail of our clients’ financial worlds, from investing and wealth management to tax and estate planning. During our planning process we thoroughly evaluate every aspect of a client’s finances, then work as a team—calling on specialists in key areas, as needed—to create a tailored, coherent plan that addresses our client’s specific needs and goals and prioritizes and allocates resources to help meet them. The key is not just the analysis done in formulating a plan, but the synthesis created when a plan has been designed collaboratively.

Our ideal clients are multi-generational families — individuals and couples whose very busy lives include balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.

Once we have completed our initial planning process, we find our clients’ financial lives are less hectic and better organized, and their financial, retirement, and estate plans are better focused. They have an action plan targeted to their short- and long-term goals. And they have us on call for regular review meetings, to help ensure that the plan stays on track.





Disclosure:
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Brotman Financial Group. NFPAS does not offer tax or legal advice.
This profile is published for residents of the United States only. Registered representatives and investment adviser representatives of NFP Advisor Services, LLC may only conduct business with residents for the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Advisor Services, LLC Compliance Department at 512-697-6000

Tags: Financial Services