We're excited to welcome FormulaFolios advisors to Brookstone and reiterate our commitment to delivering an asset management platform that will allow your business to continue moving forward.
Brookstone and FormulaFolios are premier RIAs for independent, retirement-focused advisors. We share similar philosophies and have invested heavily in the services we offer to our advisor-clients. Combining resources, technologies and investment solutions will create a more comprehensive, cost-efficient advisor experience.
To those who've been with us as we’ve built our respective platforms, thank you. To those of you new to Brookstone, we’re eager to work with you and show you how our knowledge, tools, and services can help grow your business.
Exclusive technologies for lead generation, financial planning and proposal development, account aggregation, portfolio analysis and management, and more.
With a software-enabled planning process, CFP™ professionals, CFAs and other support staff are dedicated to offering one-on-one assistance with financial plan and proposal development.
An open-architecture platform offers advisors diverse options for investment management for growth, with an emphasis on income strategies for retirement.
With one of the most robust digital marketing platforms in the industry, the company provides end-to-end support for online lead generation.
From working with newly appointed advisors to established advisors, the company offers training opportunities at each level of business development.
As well as training, our national events and conference provide interactive networking opportunities among advisors and leaders of the firm.