Brian Fyock (CFP®, CPA)

Brian Fyock focuses in the
following client markets or areas of practice:

AUM

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

Brian Fyock is a Wealth Advisor providing comprehensive, tax-efficient investment and financial planning to law firm and consulting firm partners and their families. Drawing on his 28 years of experience as a licensed CPA and former law firm CFO, he understands the complexities attorneys and consultants face in their financial lives - including meeting permanent capital requirements, managing mandatory profit-sharing and cash balance plan contributions, and addressing difficult tax planning and cash flow challenges. As a Certified Financial PlannerTM professional, his goal is to deliver trust and financial peace of mind to busy professionals, building customized planning and investment management solutions tailored to each family’s specific circumstances. Brian would welcome the opportunity to meet with you to discuss how he can help you and your family reach your financial goals.