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Strategic planning for the prudent investor.

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Serving only those nearing retirement (55+)

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Brendan brings over 20 years of experience catering to your current and anticipated needs in retirement.  It’s a natural niche for an advisor specializing in tax-efficient strategies.

Uniquely Qualified

 The right mix of experience and alphabet soup 

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Brendan’s credentials reflect a serious commitment to provide you and your family with sound, comprehensive advice.

 Certified Financial Analyst (CFA)

Certified Public Accountant (CPA) 


Enrolled Agent (EA), the highest credential awarded by the IRS.


Sensible Fee

 A flat annual fee commensurate with the work performed

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You’ll find our annual service retainer of $9,000 to be transparent and fair. It is also perfectly compatible with the role as a trusted, impartial advisor.

Brendan Willmann, CFA, CFP®, CPA, Enrolled Agent
Asheville: 828.348.8698
Cincinnati: 513.549.2736