Broker Check

Discover why clients choose Brotman Financial Group to help manage, preserve, and grow their wealth:

A More Human Approach

We believe that your financial plan is more than just a numbers strategy — we must account for the immeasurable qualities that form a life well lived. We believe our role is to identify and plan for what matters to you. We take the time to help you make sense of your plan and strategies in down-to-earth terms, so you can make decisions with confidence. Our support is more than planning — it’s understanding.

What does this mean for you?

You receive caring service from professionals who are empathetic listeners and thoughtful planners. We’ll be your confidante and ally for generations to come.

Not Just Analysis, But Synthesis

At Brotman Financial Group, you don't work with a single planner. Our entire group works for you, collaborating as a team to evaluate every aspect of your finances, calling on specialists in key areas as needed — leaving no stone unturned. We don’t just analyze and form your plan. We design collaboratively by synthesizing our combined areas of expertise.

What does this mean for you?

Your strategies aren’t limited to one advisor’s opinion and capabilities. You receive analysis formed from our collective perspectives, providing you with broader expertise to discover new paths to meet your goals.

Concierge-Level Service

Perhaps the most valuable service we aim to provide is confidence that someone is looking out for you. Unlike advisors who are employees of banks, brokerages, or insurance companies, we answer only to you. We design our financial plans and support your wealth management to make your life less hectic, better organized, and clearly aligned with your goals. No matter your financial goal or question, we're here for you every step of the way.

What does this mean for you?

With our support, you gain a lifelong ally who is paying close attention to the details of your financial life and the steps you need to take to foster lasting financial wellness. With our oversight, we seek to minimize complexity and improve efficiency within any financial chapter you write.