Strategic planning for the prudent investor.
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Focus
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)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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