Finding confidence through deep financial analysis.

Brandt Wealth Advisors is an independent advisory practice offering objective financial planning advice. Our advisors have a combined 35 years of experience providing guidance tailored to each client’s values, goals, resources and comfort with risk.

You can trust the power of our deep financial analysis, which aims to remove the guesswork around whether you will reach your goals. We have the expertise and insight to manage your assets over a lifetime, to help you feel confident both emotionally and financially.

Helping people is at the heart of everything we do.

It was Bob’s path to come to this profession by way of social work. This provides the foundation for everything we do at Brandt Wealth Advisors.

Bob earned master’s degrees in social work and public administration from Syracuse University. He began his career as a social worker, and then moved into human resources. To blend his love of people’s stories with his understanding of employee benefits, Bob earned his CERTIFIED FINANCIAL PLANNER™ certification and built a business that would support each client in creating a life that’s free from financial worry.

OUR TEAM

What Makes Us Different

We place as much value on your happiness as on your net worth.

Our entire financial planning process is built around what makes you feel happy and secure. Bob’s background sets the tone for the planning experience, which begins with a deep values discovery process that helps you uncover what is most important to you.

We go deep so your plan is built on a foundation you can trust.

There is nothing cookie-cutter about our approach. The result is a highly detailed plan that is tailored to your values, goals, circumstances, resources and comfort with risk. Your financial plan is created from hard numbers so you can trust what it tells you.

Your plan is a living document.

When we create a financial plan together, it’s just the beginning. From there we meet with you regularly to go over the plan and make adjustments according to changes in the market, life circumstances and shifting goals. You’ll be able to count on your plan’s reliability, even as the numbers change over time.

We put our experience to work for you.

Our advisors have a combined 35 years of experience, and growing. Regardless of the complexity of your situation, it’s likely we’ve helped others facing the same challenges.

Our financial advice will always be guided by what’s in your best interest.

Our personal standards of integrity require nothing less. And, as a CERTIFIED FINANCIAL PLANNER™ professional, Bob upholds the CFP Board’s fiduciary standard of professional conduct, which states that he at all times place the interest of a client ahead of his own. In addition, we offer investment advice through a registered investment advisor (RIA) that meets this “client’s best interest” standard under SEC guidelines.

We believe in lifelong learning.

Education is a big part of what we do. Our clients are eager to gain a better understanding of the forces that can derail the best financial plan. Meanwhile, we continually update our own professional knowledge to best serve our clients.

Our business continuity plan means you won’t be stranded.

You will continue to be supported even if something were to happen to one of us. That’s why each advisor who joins our practice embraces the philosophy that Bob started with years ago: “People first. Money second.” Brandt Wealth Advisors will be here to support you and your family for years to come, continuing the circle of trust we began years ago.

Are we the right fit for you?

Our Clients