Brian Addis


First and most importantly is my family. My children Bella, Hudson and Sarah are the top of the list. Secondly, I have dedicated over 25 years of my life helping clients navigate through many financial crossroads. My experience includes consulting with auto dealer owners all across North America and providing them with investment solutions based on their needs and goals. I have worked for national financial firms such as Edwards Jones and automotive retail software giant Reynolds & Reynolds.

In 2016, I decided that the next progression professionally was to open my own practice. I wanted to give my existing clients and prospective investors more choices as well as empower them to make their own decisions by educating and informing them of their investments. All too often investors rely on 3rd parties or huge corporations to know what their goals are and direct them into investments that are not necessarily in the clients best interest. Nobody knows the investor better than the investor. This empowerment and education we provide to the investor is what makes us different and unique.

In addition to my client work, I have been invited to speak at numerous events. My speaking experience includes everything from being a guest lecturer at various colleges and universities to a keynote speaker for businesses and investment groups. I have educated and entertained audiences that have spanned a wide range of topics including investor psychology, market volatility and behavior to dynamic portfolio construction.

As my parents taught me early on, "if you treat everyone like you do us, you'll live a wonderful and prosperous life". I believe in this philosophy and look forward to providing you the same treatment. If you have $10,000 or $1,000,000 it doesn't matter, you should be treated the same.

If you're interested in hearing more or having me speak at your next event please reach out.

Phone 937.789.8611