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Business Details
8 Years
experience
Your Trusted Financial Planning Partner
At Brookstone Wealth Advisors, we exist to transform financial planning into a transparent, client-centric experience. Our mission stems from identifying critical flaws in traditional financial systems that leave investors vulnerable to sales-driven practices. With over 15 years of collective experience across our advisory network, we've developed a proprietary methodology called Results in Advance Planning that prioritizes your financial well-being over product sales. Our team of fiduciaries works collaboratively with clients to create tailored strategies that address both immediate needs and long-term retirement goals. We maintain rigorous compliance standards through our parent company Brookstone Capital Management, a multi-billion-dollar firm that employs evidence-based investment approaches grounded in academic research.

Our commitment to continuous education ensures advisors stay current with global market trends while maintaining local community connections. The Brookstone Investment Committee provides strategic oversight to all client portfolios, ensuring risk management remains central to every decision. We believe financial planning should be an empowering journey rather than a transactional service, which is why we focus on educating clients about their options while minimizing unnecessary financial products. Our extensive experience creating thousands of financial plans has shown us that simplicity and transparency yield the best outcomes for investors preparing for retirement. This philosophy drives our dedication to helping clients build sustainable financial futures without hidden fees or conflicting interests.
Services
Financial Planning Investment Management Retirement Plans Risk Management Retirement Consulting
Details
  • Year established: 2018
Highlights and features
  • We operate as fiduciaries with legal obligation to prioritize client interests
  • Our proprietary Results in Advance Planning methodology minimizes unnecessary financial transactions
  • Backed by multi-billion-dollar parent company with evidence-based investment strategies
  • Nationwide network of qualified advisors with continuous professional development
  • Transparent fee structure with no hidden costs or product-based commissions
Services
Financial Planning
Our Results in Advance Planning methodology creates comprehensive financial strategies tailored to individual goals. We analyze current financial situations objectively, focusing on minimal transactions while prioritizing long-term stability. This approach helps clients understand their complete financial picture and make informed decisions about retirement preparation without pressure to purchase specific products.
Investment Management
We employ evidence-based investment strategies developed through academic research to minimize emotional decision-making. Our active management process balances risk mitigation with growth potential, adapting to market cycles while maintaining focus on clients' long-term objectives. The approach combines quantitative analysis with personalized adjustments based on individual risk tolerance levels.
Retirement Plans
We specialize in creating customized retirement strategies for both individuals and businesses. Our expertise covers corporate retirement plan setup and management for small-to-medium enterprises. Through simulation-based planning, we help clients test different retirement scenarios and develop sustainable income strategies that adapt to changing market conditions and personal circumstances.
Questions
What makes Brookstone different from other financial advisors?
We operate as fiduciaries with a legal obligation to prioritize client interests. Our proprietary Results in Advance Planning® methodology focuses on objective analysis rather than product sales, and we're backed by a multi-billion-dollar parent company with evidence-based investment strategies.
How do you help with retirement planning?
Our retirement specialists create personalized strategies using simulation-based planning to test different scenarios. We focus on sustainable income solutions that adapt to market changes while considering your specific risk tolerance and long-term financial goals.
What investment approach do you use?
We employ active management strategies based on academic research that removes emotional decision-making. Our approach balances risk management with growth potential through quantitative analysis and personalized adjustments tailored to each client's unique situation.
How are your advisors qualified?
Our advisors undergo rigorous vetting and receive ongoing education through our flagship training facility. They must demonstrate both technical expertise and commitment to ethical standards, with regular updates on global market trends and best practices in financial planning.
Do you work with small businesses?
Yes, we specialize in helping small-to-medium businesses establish and manage corporate retirement plans. Our advisors provide tailored solutions that meet both employer and employee needs while maintaining compliance with regulatory requirements.
Reviews (1)
Antonio Filippone
Aug 15, 2020 Report
As an advisor working with Retirement Wealth Advisors I really love how innovative a company they are. They are always steps ahead with their use of technology and very responsive to all customer service issues. I am glad that we connected with Retirement Wealth Advisors.