Make life more enjoyable through smarter financial and retirement planning

Brookstone advisors have created thousands of financial plans, so they've seen what works and what doesn't. By working with a Brookstone advisor you'll have access to the comprehensive investment options you need when approaching today's volatile markets.
turnkey asset management platform
asset management platform that suits your practice
Financial Planning

Our experienced advisors work with you to clearly define your goals. We believe a sound financial plan is the foundation to a investor's success.

Guided advisor training to better serve your clients
Investment Management

Our advisors employ an active investment management process designed to help maximize client's return while minimizing risk.

flexible tech stack
Retirement Planning

Our advisors have extensive experience educating clients on the challenges facing your retirement and on how to build a successful retirement plan.

Great financial planning requires great financial advisors.

Brookstone advisors are highly vetted financial planning professionals who are passionate about helping their clients, care deeply about their communities, and continually advancing their own education.

Retirement planning shouldn't be scary.

As a first step a Brookstone advisor will meet with you to better understand your goals, time horizon, and risk tolerance. This is how we develop a long-term financial plan tailored to your specific needs. This individualized plan serves as a roadmap to develop a customized investment strategy designed to grow and monitor your wealth.

advisor portal that generates custom risk profiles

More options for every investor

Brookstone provides a wide spectrum of investment options to help our advisors develop and implement actively managed long-term investment strategies for individual investors. We seek to maintain a risk-managed approach toward investing, and our portfolios range from conservative to moderate to growth to allow for investor risk tolerance preferences.

client reporting of their investment allocations

Individual, independent, objective financial advice

Our advisors take an objective approach to every strategy and investment they recommend. They are able to offer a diverse universe of investments to align your the individual situation of each investor.

  • Transparency: Our advisors are fiduciaries, ensuring your investment goals are our only priority.
  • Constant Communication: Our advisors meet and communicate to you regularly to discuss your portfolio and answer any questions you may have.
  • Clear Reporting: Our advisors provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.
turnkey model portfolios for advisors and clients
advisors supported
in AUM as of December 2023
clients serviced annually

Our broad spectrum of investment solutions

Brookstone has partnered with some of the largest money managers, including BlackRock, Invesco, and Morningstar to offer our advisors and their clients multiple strategies from their wealth of managed portfolios.
Mutual Funds
Managed Portfolios
Structured Products
Retirement Planning
Hedged Equity Strategies
Fixed Income Products
And More!
Learn more about Brookstone's investment philosophy. View our approach

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