Brian Blakeman (CFP®)
Brian Blakeman focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Novice Investors
Planning Specialties
At Onward Financial Advising, I specialize in guiding individuals and families through their financial journeys, always prioritizing their best interests. As a fiduciary, I uphold the highest standards of care and loyalty, ensuring that every recommendation is made with your long-term financial well-being in mind.
1. Comprehensive Financial Planning – Tailoring personalized financial strategies to meet clients’ unique life goals.
2. Ongoing Financial Advising – Offering continuous plan monitoring and adjustments to align with evolving life circumstances.
3. Investment Management – Providing cost-effective, transparent portfolio management aligned with clients’ risk tolerance and financial objectives.
4. Retirement Planning – Helping clients navigate and optimize employer retirement plans, including 401(k)s and pensions.
5. RSU (Restricted Stock Units) Planning – Guiding clients through managing and maximizing their RSU benefits.
6. Tax Strategies – Developing tax-efficient plans to minimize liabilities and maximize wealth accumulation.
Additional Information
I am the founder of Onward Financial Advising LLC, where I help mid-career professionals and first-generation wealth creators achieve financial security through personalized financial planning. Onward Financial Advising was founded with the belief that everyone can benefit from expert financial advice, regardless of the amount of their investable assets. My mission is to empower my clients to improve their financial futures by creating personalized plans that build wealth.
As a financial adviser with over 15 years of combined experience in aerospace engineering, financial services and management, I bring a unique, analytical approach to helping clients navigate complex financial decisions and as a fiduciary, I am committed to providing transparent, unbiased advice that prioritizes my clients' best interests.
My specialties include comprehensive financial planning, ongoing financial advice, investment management, retirement planning, RSU (Restricted Stock Units) planning, and tax-efficient strategies. I’m dedicated to educating and empowering my clients to make informed financial choices that align with their goals.
At Onward Financial Advising, I value transparency, honesty, dedication, and education, ensuring all clients receive the tools and knowledge to take control of their financial future. If you're looking for trusted, cost-effective financial advice that puts your goals first, I’m here to help.
NAPFA Start Date
May 14, 2024
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