Brotman Financial Group

About

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

Story

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.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial is not affiliated with Kestra IS or Kestra AS.