Hi,

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.

About Brian

Expertise
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.

Alesha Peluso

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.

20+

years in a physician-family

20+

years as an RIA founder

Brian Case`s Program

Training for Success

Real Client Experiences

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet consectetur adipiscing elit dolor

John Doe

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.Lorem ipsum dolor sit amet consectetur adipiscing elit dolor

John Doe

Ready To Work With Brian?