Fiduciary

Brianne Financial

Montgomery, Alabama

Call (334) 310-9520 Visit website →

About

Brianne Financial is an independent registered investment advisor in Montgomery, Alabama, founded and led by Brianne, a CPA with 25 years of experience in financial planning and tax accounting. The firm provides financial planning, investment portfolio management, coordination with other professional advisors, document storage and financial reporting tools, and retirement plan consulting for 401(k)s and 403(b)s, along with educational workshops focused on financial literacy. Operating as a fiduciary, the practice emphasizes personalized planning informed by analysis of clients' cash flow, risk tolerance, and life transitions, with a particular commitment to financial education for women.

Firm details

Firm type
Independent RIA
Languages
English
SEC registered
No
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