As your financial advisor, it is my goal to make your finances and investments less daunting, more individualized and catered to exactly where you want your life to go. As a financial advisor of nearly 20 years, I have focused on providing you solutions that are founded on rigorous research, in-depth customization and committed client service. I work closely with my dedicated Branch Office Administrators, Erin, Suzanne and Taylor, to help ensure that we can meet your every need in a timely and precise fashion. Some of my clients are busy young professionals with children, while others might be retired or nearing retirement. But all share a common desire: to get organized, stay organized, get clarity on their financial goals and learn how to make them a reality. I will listen and lead you through an established process that identifies both your current financial position and your full financial potential. Some clients like to map out a specific financial path and timeline, while others prefer a more flexible route.
We will work together as a team, have proactive conversations about your financial and life situations as a whole, helping you stay on your intended path. It is my privilege to be your financial advisor, to listen to your needs, goals and financial dreams.
Outside of the office, you can find me relaxing at home with my wife, Amy, traveling (anywhere from Paris to Peoria to Peru), playing piano, visiting my alma mater, Wheaton College, for conferences and sporting events, enjoying dusty old books and vinyl records, cooking and (hopefully) getting better at chess. Locally, I enjoy volunteering at local non-profit organizations, serving my community on the board of the DWA (Downtown Wheaton Association) and serving at my local church. For more information about my process or services, please call; we are at your service.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Record Collecting
Phone NumberBrian M Bare at (630) 868-0606
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