Brian Carr, CPWA , CFP , AIF Financial Advisor

Mar 2023

I was with another advisor who had me on a plan that I was not comfortable with. I met with Brian and he showed me where my current plan did not meet my needs based on my age and risk tolerance. He recommended a different approach which suited me better. I have met with him 3 times in person during my first 3 months. He has helped me find help with some insurance questions and tax questions as well. Brian has been accessible, knowledgeable, generous, and friendly to me and my situation. I would highly recommend him to anyone.

Mar 2023

My husband and I have been working with Brian for about 3 years now. When we searched for a fiduciary, we were very skeptical in general of a fudiciary and we were not shy in expressing that to Brian. A fidiciary must act in the best interest of their client, which Brian showed us from day 1 as he took the time to get to know us and our concerns, our family, dreams and ambitions. He has since then checked with us to see how those may have changed. He checks to see if any goals have changed for us. During the past 3 years, we have had ups and downs in the economy in this country. Brian has kept in touch with us and his clients in general via newsletters and his blog...read full review

Feb 2023

We've been working with Brian for about 10 years and highly recommend him and his team. He works with the highest integrity, truly works to achieve our goals and is a champ when we throw him a curveball... and we've thrown him a few! It is a real partnership and as a result we've retired early, in a solid position and living our dream!