Fiduciary advisors in Brookings, SD

Brookings, South Dakota

Fee-Only Independent RIA

Birch Investment Management is an independent, fee-only fiduciary firm based in Brookings, South Dakota, founded in 2011 by Brian Berkenhoff, CFA. The firm provides financial planning and investment management services to clients with a minimum of $500,000 in investable assets, with a focus on helping mid-to-late career individuals navigate major life transitions such as retirement, job changes, divorce, and other significant events. As a fee-only adviser, the firm derives compensation exclusively from clients and does not earn commissions, aligning its interests with those of the families it serves. The firm intentionally maintains a limited client base to develop deeper relationships and provide personalized guidance rooted in each client's values and financial goals.

Brookings, South Dakota

Legacy Point Financial is an independent wealth management firm in Brookings, South Dakota that coordinates investment management, retirement planning, tax planning, and estate planning into a unified strategy centered on a personalized analysis called the BluePrint Analysis™. The firm's BluePrint Process™ guides clients through initial planning, ongoing management across investment oversight, tax review, estate planning, and business planning, with annual updates designed to align with changes in clients' circumstances and market conditions. The firm works primarily with clients whose financial situations involve complexity and who seek integrated guidance rather than standalone portfolio management.