Select Page

Strategic planning for the prudent investor.

Featured On:

U

Focus

Serving only those nearing retirement (55+)

.  .  .

Brendan brings over 19 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 

.  .  .

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.

Z

Sensible Fee

 A flat annual fee commensurate with the work performed

.  .  . 

You’ll find our annual service retainer of $7,500 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