I’m Brian Case,
and i help people achieve their Financial Gooals
I built a wealth management firm serving other physician families for over twenty years.
Financial Planning Wealth Management
Brian Case is a Financial and Business Development Consultant
Brian established his own, independent Registered Investment Advisor firm in 1999 and became a Certified Financial Planner® in 2000. This independence and certification is important because it aligns his business interests with clients’ needs. He believes in taking a “Plan First, Then Invest” approach and spending time getting to know his clients well enough to “stand in their shoes” while using his knowledge and experience to help them attain their goals and dreams.
A healthy dose of ‘unrealistic’ ideas is the difference between a visionary and a lunatic.
As a true fiduciary, Brian is able to act as a “personal CFO” – quarterbacking resources like accountants, attorneys and agents – so his clients can focus on their priorities. In 2017, he merged his company with Elevage Partners to continue providing clients with unbiased advice with the advantages of being part of a larger firm.
years in a physician-family
years as an RIA founder