Business Details
30 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Bruner Financial Services has been dedicated to providing personalized financial planning services since 1996. Our approach centers on understanding each client's unique values and financial goals to create tailored strategies that align with their life objectives. As fiduciary advisors, we prioritize client interests through comprehensive wealth management solutions including retirement planning, investment management, and estate planning.Our team combines decades of industry experience with a commitment to ongoing education, ensuring clients receive informed guidance that adapts to evolving financial landscapes. We maintain rigorous professional standards while operating with complete transparency, offering clients peace of mind through every stage of their financial journey.
Services
Retirement Planning
Investment Planning
Estate Planning
Insurance Planning
Tax Planning
Budget Planning
Details
- Year established: 1996
Highlights and features
- We are legally bound to act in your best interest as fiduciary advisors
- Our tailored boutique methodology ensures a personalized client experience
- Decades of combined experience in wealth management strategies
- Transparent fee structure with no hidden costs
- Comprehensive approach addressing all aspects of financial well-being
Services
Retirement Planning
Our retirement planning service helps clients prepare for a secure financial future by developing customized strategies for saving, investment, and income distribution. We work closely with clients to design personalized financial roadmaps that consider their unique goals, risk tolerance, and time horizons. Our approach focuses on minimizing turbulence through continuous plan reviews and adjustments to ensure clients maintain course toward their desired retirement lifestyle.
Investment Planning
Investment planning services focus on creating and maintaining optimal investment strategies tailored to each client's financial objectives. We help clients chart their financial journey by assessing risk tolerance, time horizons, and financial goals. Our team provides ongoing portfolio monitoring and adjustments to optimize performance while maintaining alignment with clients' evolving needs and changing market conditions.
Estate Planning
Estate planning ensures your legacy is protected and distributed according to your wishes. We help clients navigate complex estate planning processes by creating personalized strategies that address tax implications, asset distribution, and family considerations. Our comprehensive approach includes regular plan reviews to ensure continued alignment with clients' changing circumstances and estate planning goals.
Insurance Planning
Insurance planning services evaluate clients' specific needs to design appropriate coverage strategies that protect against financial hardships. We help clients understand various insurance options including life, health, and disability coverage. Our approach ensures clients maintain adequate protection while regularly reviewing policies to adapt to changing life circumstances and financial objectives.
Tax Planning
Our tax planning service focuses on minimizing tax liabilities while maintaining compliance with current regulations. We help clients navigate complex tax considerations through strategic planning and implementation of legal tax reduction strategies. The service includes comprehensive tax reviews and ongoing adjustments to ensure optimal tax efficiency within clients' overall financial plans.
People
Bob Bruner
Founder & Steward
Founder with 28+ years in wealth management, former aviation professional, LeTourneau University graduate, and fiduciary advisor specializing in high-net-worth client services.
Caleb Onasch
Operations Manager
Operations Manager with Harvard Business School analytics credentials, responsible for client experience coordination and office operations management.
Abigail Lieb
Office Assistant
Marketing and operations specialist with diverse professional background, focusing on client engagement and office communication streamlining.
Questions
What services does BRUNER Wealth Management offer?
We provide comprehensive financial planning services including retirement planning, investment management, estate planning, insurance planning, tax planning, and budgeting strategies.
Are you fiduciary financial advisors?
Yes, we operate as fiduciary advisors legally bound to act in our clients' best interests at all times.
How do you work with clients?
We use a personalized approach starting with understanding your values, goals, and financial situation to create tailored strategies that evolve with your needs.
What areas do you serve?
We serve clients in 17 states including PA, NY, NJ, FL, CA, and TX, with customized financial solutions for individuals nationwide.
How are your fees structured?
We maintain transparent fee structures with no hidden costs, typically using asset-based fee models for ongoing advisory services.
Can I schedule a consultation?
Yes, we offer complimentary initial consultations available in-person, by phone, or via virtual meeting platforms.
Reviews (1)
Alexis Alexis Arthur
Feb 04, 2017
Report
A very comfortable feel to the service and the welcome you receive. Very knowledgeable of my retirement needs, the needs of my family and my special needs child.
