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July 2023 by Lauren Aday
I was looking for the best certified financial planner near me and stumbled upon the financial planning company. They seemed to match my financial planning needs and am a big fan of their academic based investment strategy. I really like how they are a fee only fiduciary and put their client needs first! It’s a cool little investment firm in royal oak and I’m happy to recommend them.
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March 2022 by Paige Spearin
Brewster has helped me with my 401k planning for over 13 years. He is great to work with and an expert in his field. He made my 1 year old son a portfolio of stocks for his 1st birthday and I can't imagine a more special gift!
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March 2019 by Fran Berry
I plan to use The Financial Planning Company for retirement planning and 401k advice in the future. I'm grateful for the financial consulting and investment advice that I received. I asked many simple questions and Brewster happily and patiently answered each one. Probably the best financial advisor (fiduciary) that I've ever had. I love his attitude, and the location in Bloomfield Hills by Telegraph and Square Lake is right on my way home from work. I feel at ease knowing I have a certified financial planner on my team. I would definitely suggest using this firm for any financial or investment questions.
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March 2019 by Bruce
Way more than an investment advisor indeed. I am beyond pleased with Brewster's help as my investment fiduciary. Since hiring his investment firm to help invest assets I recently acquired, I feel such a sense of relief that he is watching my back and making sure I don't do anything financial stupid. He recently helped my husband and me with mortgage advice, and last year he did a thorough job weighing the pros vs cons of financing vs leasing a car. I loved his analysis and how clearly he wrapped everything up at the end. Kudos, I think the best investment advice I've even received.?I haven't even mentioned what a fantastic job he does with asset management. I am a big fan of the thought he has put into the investment strategy and how plainly and thoroughly he explains things. This is the way business should be done. Money well spent.
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March 2018 by Peterson Cullimore
Brewster has exceeded my expectations as a Fiduciary. Primarily focusing on my retirement, he has added a contemporary approach grounded in statistics to addressing my goals.
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March 2018 by Byron Shecter
Brewster has done a great job helping me get my financial life in order. Had accounts all over the place and I'm happy with his work! Feel like we have a good game plan through up and down markets. Excited for the future!
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March 2018 by Robin Smith
Brewster has been my fiduciary for over three years and has done an excellent job investing and managing my personal finances while helping me to have a clear understanding of his investment strategy. Brewster is extremely trustworthy and knowledgable in his execution of my financial plan and its tax implications. His fees are refreshingly affordable after years of large institutional advice! Highly recommend The Financial Planning Company. Win win win!
