Brendan has provided me with reliable and transparent advice around my investments.  His meeting notes allow me to easily see what we have accomplished and ensure my priorities are being addressed.  I have recommended Brendan to other family members who have also been pleased with his service.



Owner at Accounting Firm

Brendan’s service has provided a very useful road map for my finances.  The documentation he's written up saves me valuable time and helped in understanding taxation of various parts of my plan allowing me to better manage my tax exposure.

The financial plan we implemented has allowed me to continue to benefit from my employer stock compensation arrangement while providing a lower risk core investment strategy to help solidify my future financial independence.  

I wouldn’t hesitate to recommend Brendan to anyone looking to save time and have peace of mind in their financial future.



Senior Software Developer

Brendan’s service has been responsive and has provided some creative suggestions that have been helpful managing risk and saving tax dollars.



Architect and Partner in Firm