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Janet Briaud (BS, CFP®, MA)

Janet Briaud focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Conservative Investment Approach with Impactful Results
  • Advising Professors on Benefits and Compensation Structures Offered by Universities
  • Planning Issues for Business Owners Particularly Medical Professionals with Private Practices

Additional Information

Janet Briaud founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest growing segment of the financial advisory profession.

She has held leadership positions at all levels of the profession, including the board chair of the National Association of Personal Financial Advisors. Her financial planning and investment advice has been featured in virtually every publication in the financial and trade press, along with some surprising ones like Men’s Health magazine.

Janet grew up in Canada, and is a fluent French speaker. Before moving to the United States in the late 1970s, she received her bachelor’s and master’s degrees in Physical Education from the University of New Brunswick and the University of Ottawa, respectively. An intellectually curious person, Janet loves to read, and spends much of her down time doing just that. As a former P.E. teacher, she also enjoys leading a fit lifestyle.

NAPFA Start Date

May 21, 1989

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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