About
Braeburn Wealth Management
About Braeburn Wealth Management
Braeburn Wealth Management is a locally and family-owned Registered Investment Advisory firm proudly serving throughout Muskegon, MI, and surrounding areas since 2011. With over 20 years of experience, we create highly personalized financial plans designed around each client’s unique goals, needs, and future vision. Our commitment to honest guidance and transparent payments has helped us build lasting relationships based on trust and communication. We are proud to provide thoughtful wealth management services with a personal touch.
At Braeburn, clients can talk to a real person immediately and receive responsive, attentive support every step of the way. We also offer convenient virtual sessions through secure video sessions, making it easy to stay connected no matter where life takes you. Beyond financial planning, we are passionate about giving back to our community through donations and volunteer work with the United Way of the Lakeshore. Contact us today to schedule your consultation and discover a personalized approach to planning for your financial future.
About
Secure your financial future with tailored investment and legacy strategies from Braeburn Wealth Management, your premier wealth management firm. Whether you need a dedicated financial planner for comprehensive retirement planning, tax optimization, or Social Security strategies, our team provides personalized solutions designed to preserve and grow your assets. From individual portfolio management to overseeing company retirement plans, Braeburn Wealth Management delivers expert guidance tailored to your long-term goals. Contact us today to schedule your private consultation.
Year Established
2011
Products
Services
Specialties
- Investment Management
- Financial Planning
- Social Security Planning
- Company Retirement Plans
- Tax Planning
Associations
- United Way of the Lakeshore
- Muskegon Lakeshore Chamber of Commerce
- Muskegon Rotary
- Grand Haven Rotary
- JCI Greater Muskegon
- Lake Michigan Estate Planning Council Member
Brands
Pickup and Delivery
Payment Options
Languages
- English
Good to Know
Service options
- Onsite services
