Brian Condie, Senior Investment Advisor

We don’t just plan for your money - we plan for your life, your legacy, and the uphill climbs no one sees coming.

Who We Serve

Providing comprehensive wealth counsel to retirees, top professionals and small business owners seeking superior service.

Click here to schedule a private consultation. 

More Than a Plan - A Partnership

Your finances are more than numbers - they shape the choices you make and the life you want to live. That’s why we don’t start with products or projections. We start with you.

Our team uses a clear, five-point process to understand your goals, evaluate your options, and build a plan that fits your life - not someone else’s idea of success. We coordinate trusted specialists, run real-world scenarios, and make sure you see the full picture before making any decisions.

What makes us different? It’s not just the process - it’s the way we show up.

You’ll never feel rushed, talked over, or left wondering if you’re on track. Brian is known for his thoughtful, proactive approach - offering steady guidance, especially when life takes a turn or the markets get rough.

We don’t believe in one-size-fits-all advice.

We believe in doing what’s right - for you, your family, and your future.

Your Next Chapter Starts with a Conversation

Every client we work with started by reaching out. If you’re ready for a plan built around your life, your goals, and your values - let’s talk.

Let's Talk

Meet My Clients & Their Success Stories

Finding Clarity and Confidence During a Life Transition

I met Maxanne before the financial crisis, at a time when she was navigating both personal and financial uncertainty. In the midst of a difficult divorce, she was under significant stress — not only emotionally, but also financially. Despite a successful career, she had entrusted financial matters to her former spouse, a corporate lawyer, and now faced the daunting task of making major decisions on her own.

Maxanne wasn’t sure whether to push for a better settlement or accept what was on the table. That’s when we sat down together. I created a comprehensive, easy-to-understand financial plan that helped her see the full picture. It gave her — and her lawyer — the insight and clarity needed to ask the right questions and make informed decisions about her future.

With that guidance, Maxanne was able to negotiate key changes to her settlement, avoid prolonged legal battles, and move forward with peace of mind. Since then, she has continued to follow a disciplined planning approach and has gone on to thrive — financially and personally.

Seizing Global Opportunity with Confidence

When I first met Adam and Lynn, their business was growing rapidly, and they were at a pivotal crossroads. An exciting opportunity had come their way; the chance to live and work in China to expand their business internationally. But with that came uncertainty: Was it too big a risk? What would it mean for their finances, their future, and their family?

We worked together to build a clear, personalized plan. I brought in the right experts to support their goals, ensuring they had the full picture, from financial implications to risk protection. More importantly, I made sure they felt secure, showing them how they could seize this opportunity while safeguarding what they had already built.

With the clarity and confidence that planning brings, they made the move, and haven’t looked back. Today, they continue to thrive, following the same thoughtful approach that helped them take that bold step forward.