I'm Brian O. Butler
Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.
Investments are a matter of opinion, but taxes are a matter of fact. We understand the demand for lifetime income has gone through the roof. Designing income strategies to combat the tax ramifications of taking retirement income is one of our main focuses. The goal is to help you rediscover and clarify the financial values that drive you and your family.
An Arm and a Leg
Paying Off a Credit Card
What to Look for in an Extended-Care Policy
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Executive Vice President & Wealth Management Advisor
Branch Operations Manager
President and Wealth Management Advisor
"Helping clients become rich in time, rich in purpose, and rich in wealth is my greatest goal."
"T.I.M.E, Tomorrow Is More Expensive. This is something that I have found to be true about many things we help clients with in life. Sieze the day!"
Marlon K. Scott:
"Focusing on the unique opportunities, and challenges that women in the workplace face is my primary goal. No matter what your goals are, I want to make sure all your efforts pay off... today and tomorrow."
Matthew Washington Jr. :
"We are not product pushers; we design solutions and strategies to ensure our clients protect their tax and retirement income, their business and family assets, and direct our clients on the path to building generational wealth for their families."
"I especially enjoy clients with complex issues and I strive to serve them by making an impact on them personally, financially, and professionally."