About
𝐀𝐜𝐡𝐢𝐞𝐯𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐫𝐞𝐞𝐝𝐨𝐦 𝐡𝐚𝐬 𝐧𝐞𝐯𝐞𝐫 𝐛𝐞𝐞𝐧 𝐞𝐚𝐬𝐲 𝐟𝐨𝐫 𝐩𝐚𝐫𝐞𝐧𝐭𝐬—𝐚𝐧𝐝 𝐭𝐨𝐝𝐚𝐲, 𝐢𝐭’𝐬 𝐡𝐚𝐫𝐝𝐞𝐫 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫.
Costs keep rising. Incomes lag behind. And with new technologies disrupting the job market faster than ever, the future can feel uncertain.
So, is financial freedom still possible for hard-working families?
Yes—and that’s where we come in.
How We Help
Live with Intention
We’ll help you prioritize what matters most and eliminate financial clutter—so you can live happier today and invest more in your future.
Invest in tomorrow
While change makes us feel uncertain, it creates tremendous opportunity for savvy businesses. I’ll help you invest in a way that turns uncertainty into profit.
Plan proactively
Through transparent, ongoing financial planning, we manage risks, protect your wealth, and keep you on track with your long-term goals—without sales pitches or hidden agendas.
About Me
Hi, I’m Bryan. For more than a decade, I had a high-paying corporate job, but it came at a cost — my health, my family, and everything I actually cared about.
I thought the only way out was to make more money. That mindset eventually led to burnout.
Battling burnout and cancer taught me that time is more valuable than money. And the true value of money is the freedom it can buy us.
I started applying the principles I now teach — smart investing, intentional planning, and values-based decision-making — and realized I was more financially free than I thought.
I was able to step away from corporate life, slow down, and build a business that actually aligns with what matters to me.
About My Career
Along the way, I’ve had the benefit of working with and learning from some incredibly sharp people.
Over 13 years in the investment industry, I gained a deep understanding of how large institutions invest to meet specific goals. I now use those same principles to help everyday families hit their own life goals.
I spent more than a decade advising financial advisors at all the major Wall Street firms—teaching them how to implement investment strategies with their clients.
Then I went on to directly advise clients at one of the largest Registered Investment Advisers in the world. I managed just under 200 high-net-worth relationships, overseeing more than $200 million in assets.
Now I help people like you—hardworking professionals who want to build wealth without sacrificing their lives to do it.
You work hard to earn your money—now let’s make it work for you.
Fiduciary Duty
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Registered Investment Adviser
As a registered investment adviser, Reflective Wealth is held to the “fiduciary standard,” under the Investment Advisers Act of 1940. Therefore, I am legally required to put your interests ahead of mine, at all times.
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Certified Financial Planner™
I have an additional layer of fiduciary duty: the CFP® Board’s Code of Ethics and Standards of Conduct.