Brian Rood, CFP®, ADPA®

After spending a career as an orchestral musician, I offer professional musicians, performing artists and creatives personalized comprehensive financial planning and investment management from a real-life perspective of having faced the same kinds of challenges as other performing artists including a career-ending disability.

I recognized a need for transparent and unbiased advice for a musician’s financial planning and investment decisions. This is why I created a firm that does not sell any products beyond my advice and at fees that are clear and straightforward.