About
About You
You’re tired of putting your career ahead of your family life.
You want freedom from that paycheck.
You want more time to do what you want, when you want, and with whom you want.
And you want all of this while maintaining your present financial security and future financial wealth.
Bryan Huhn, Founder of Reflective Wealth
About Bryan
For years, I prioritized my career over my health and my family. In 2015, I was diagnosed with cancer and my first thought was “oh no, I have a work trip I’ll miss.”
Then in 2021, my cancer relapsed aggressively. Having legitimately threatened my life this time, I decided it was time to stop the insanity.
Today, I leverage my 15+ years of wealth management experience to help others create, execute, and maintain financial plans that allow them to also prioritize things that are more important than work.
Career
Despite the lack of personal fulfillment throughout my corporate career, I still received mentorship from some pretty brilliant people.
I spent 13 years working for and learning from institutional investment managers. I have a deep understanding of how successful institutions invest to achieve specific goals.
And more importantly, I’m able to help families use the same concepts to achieve their specific life goals.
For over a decade, I advised financial advisors at all the major Wall Street firms. I educated them on how to apply investment strategies with their clients.
I then spent two years directly advising clients for one of the largest Registered Investment Advisers in the world. I managed just under 200 high-net-worth relationships, while overseeing more than $200 million of invested assets.
You can view my full background on my LinkedIn page
Fiduciary Duty
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.
Certified Financial Planner™
I have an additional layer of fiduciary duty: the CFP® Board’s Code of Ethics and Standards of Conduct.