About Us

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where we come in. Whether you have significant assets to manage or are just starting to accumulate wealth, we have the knowledge and tools to help you navigate those decisions.

Give us a call; we would enjoy learning more about you, your goals, and your dreams.

Since 2011

Get Guidance That Shapes Your Financial Success

Our goal is to help you understand and better define your financial goals and to work hard to create a mutually beneficial and respected long-term relationship with you and your family.

As a member of the community for over ten years, Braeburn Wealth takes pride in knowing that we have helped many people pursue and achieve the type of financial future they dreamed of.

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The Team

Michael Poland

Mike began his career while in graduate school in Minneapolis, Minnesota, working at Smith Barney in 1989. He returned to West Michigan, working for Paine Webber for 11 years and Merrill Lynch for 9 years. He spent 2 years as a principal, advisor, and portfolio manager for Rehmann before forming Braeburn Wealth Management in August 2011.

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Mike has a Bachelor of Science in Engineering from Michigan State University (1984) and a master’s degree in business administration with an emphasis in finance from the University of St. Thomas (1990). In 2005, Mike earned the Chartered Financial Analyst designation.

He enjoys following the stock market and spending time at the “northern office.” His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is reading.

Dimitri Poland

Dimitri joined Braeburn Wealth Management in May 2022 after graduating from Michigan State University with a Bachelor of Arts in Finance with an emphasis in wealth management (2022). His hard work qualified him for the Dean’s List for five semesters. Dimitri is an integral part of the Braeburn team, helping with all aspects of our services.

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He enjoys following college football and spending time with family and friends.

His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is working out.

Melanie Meyer

Melanie graduated with a Bachelor of Business Administration with an emphasis in Finance from Grand Valley State University (1999). She earned her Financial Paraplanner Qualified Professional designation in May 2020. She plays an integral part in the Braeburn Team, handling financial planning, employer-sponsored retirement plans, and portfolio management.

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Melanie spends most weekends watching her son play soccer. Her favorite foods are her dad’s grilled hamburgers and her mom’s cream puffs. Her favorite holiday is Halloween, and her favorite pastime is preparing for Halloween and fishing when time allows.

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Mike has a Bachelor of Science in Engineering from Michigan State University (1984) and a master’s degree in business administration with an emphasis in finance from the University of St. Thomas (1990). In 2005, Mike earned the Chartered Financial Analyst designation.

He enjoys following the stock market and spending time at the “northern office.” His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is reading.

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He enjoys following college football and spending time with family and friends.

His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is working out.

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Melanie spends most weekends watching her son play soccer. Her favorite foods are her dad’s grilled hamburgers and her mom’s cream puffs. Her favorite holiday is Halloween, and her favorite pastime is preparing for Halloween and fishing when time allows.

Caitlyn Mouw

Caitlyn Mouw

Caitlyn joined Braeburn Wealth in 2014 and has built a strong background in customer service in the financial services industry. She received the Financial Paraplanner Qualified Professional designation in May 2020.

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She is instrumental in client management and financial planning.

Caitlyn enjoys spending time with family and friends. Her favorite pastime is cooking and reading, her favorite food is any Asian dish, and her favorite holiday is Thanksgiving.

Barb Pasco

Barb has worked in the financial services industry since 1995 and joined Braeburn Wealth in 2019. She plays an important role as head of compliance and is instrumental in client management.

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Barb loves spending time with family and friends. Her favorite pastime is spending time with her grandchildren and sticking her toes in the sand. Her favorite food is tacos, and her favorite holiday is the 4th of July.

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She is instrumental in client management and financial planning.

Caitlyn enjoys spending time with family and friends. Her favorite pastime is cooking and reading, her favorite food is any Asian dish, and her favorite holiday is Thanksgiving.

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Barb loves spending time with family and friends. Her favorite pastime is spending time with her grandchildren and sticking her toes in the sand. Her favorite food is tacos, and her favorite holiday is the 4th of July.

Since 2011

Our Story

Founded in August 2011 by Mike Poland, Braeburn Wealth Management has a rich history in the financial services industry. Mike’s extensive experience at prestigious firms such as Smith Barney, Paine Webber, and Merrill Lynch laid the foundation for the firm’s expertise in wealth management and portfolio management.

For over a decade, we have been serving the community, helping individuals and families navigate the complexities of personal finance. Our knowledgeable team combines years of expertise with a genuine passion for empowering others.

We pride ourselves on building strong, long-term relationships with our clients and working tirelessly to understand their unique goals and dreams. We have become a trusted partner on their financial journeys by providing personalized strategies, comprehensive wealth management, and ongoing support.

Let us be a part of your story, and together, we will create a brighter financial future!

Navigating Financial Success Together

Our Mission

Our mission is to deliver exceptional and personalized wealth management services tailored to each client’s needs.

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With genuine care and attention, we strive to provide unique and thoughtfully constructed solutions for financial success.

Our Vision

At Braeburn Wealth Management, our vision is to empower individuals and families to achieve their financial aspirations.

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We strive to provide comprehensive and personalized wealth management solutions guided by a deep understanding of your goals and dreams.

Let us be your trusted partner on your financial journey.

Our Approach

Our approach at Braeburn Wealth Management is centered around three key pillars:

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Personalized Strategies: Tailoring financial solutions to match your unique goals and needs.
Comprehensive Planning: Creating a holistic plan covering investment, risk, tax, and retirement.
Ongoing Support: Providing continuous guidance and assistance as your financial landscape evolves.

Our Process

Our process is designed to simplify your financial journey:

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Listen: We start by attentively listening to your financial goals and concerns.
Analyze: Our team then conducts a thorough analysis of your unique financial situation.
Plan: Based on our analysis, we develop a personalized and comprehensive financial plan.
Implement: We put the plan into action, making informed decisions tailored to your needs.
Monitor: We continuously monitor your progress, adjusting strategies as needed.
Review: Regular reviews ensure your plan remains aligned with your evolving goals.

With our systematic and client-centric approach, we help you achieve financial peace of mind.

Testimonials

Dianne Ahles
Dianne Ahles
2023-05-31
My husband and I have been working with Mike and his team for over 20 years and couldn't be happier with our portfolio. Their attention to detail and constant analyzation of the market has kept our investments stable in an economy that is unpredictable. Our investments continue to grow, and we feel very secure in the fact that we will be able to retire as planned. We can’t thank Mike and his team enough for helping us achieve our financial goals!
Jennie Neusiis
Jennie Neusiis
2023-05-31
We have been with Mike and the Braeburn Wealth Management group for more years than I can remember. Mike and his team are so professional in all the services they provide and take extra effort to make sure you feel comfortable with the financial direction they propose. Mike and his team are great, I would recommend them to anyone looking for a strong investment group.
Nick Foster
Nick Foster
2023-05-09
Braeburn has been the upmost supporter of me and my financial situation. They’ve consulted with me on many levels many times, and maintain an active role in my financial affairs. The advice and care given represents true professionals, and I’m happy to be a client. From top to bottom, the individuals at this company take great pride with what they do, and they make sure you’re comfortable and happy with your account. Couldn’t recommend enough!
Tyler Heethouse
Tyler Heethouse
2023-05-09
The staff is very friendly and the financial advice is top notch. Couldn’t recommend more.
Gary Merkey
Gary Merkey
2023-05-05
I want to thank the entire Braeburn Team for their service to my family. You guys really live and work your company's Mission Statement. You seem to always ask the right questions at the right time and give us honest and understandable answers. I really appreciate your attention to client education and preparedness. I have worked with many wealth management firms over the years and found yours belonging to the best at fulfilling my family needs. I wish you good luck as your company continues to grow.
John Mumy
John Mumy
2023-05-05
We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mike's expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. It's very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.
Scotty Goudreau
Scotty Goudreau
2023-05-04
Giving a quick thumbs, up to Braeburn Wealth Management. Always a pleasure, to work with his team, in todays and future financial challenges.
Susan Hinshaw
Susan Hinshaw
2023-05-03
My husband and I have been clients of Braeburn since its founding, even have worked with Mike Poland for many years prior. We have had excellent service over almost 30 years. The staff at Braeburn have been responsive, knowledgeable and sincere. I would say if you are looking at financial advisors you need to look for HONESTY as #1 and Braeburn delivers HONESTY above all else!
Jennifer Wludyka
Jennifer Wludyka
2023-05-03
I highly recommend Braeburn Wealth Management to assist with your financial needs. Mike and his team are always professional, readily accessible, and very timely in their responses. They consistently listen to our families needs and provide education when needed as the market fluctuates. We have even recommended them to other family members.

* These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of the other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.

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