Brian O. Butler

                            
CRPC®, CPFA®, CEPA

                            
CEO, Senior Wealth Advisor

                                                        
                                                    

                                                    
Contact Brian

                            

                                                            

                                            

                

            

        


        

			

		

			

		

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
				
				

					
Meet Brian


 


Brian helps to simplify the complex with his focused technical experience. As a Wealth Advisor, he helps clients design their financial lives so they can thrive and have a positive impact on the people and organizations they care about.


A Chartered Retirement Planning Counselor® (CRPC), a Certified Exit Planning Advisor® (CEPA) and a Certified Plan Fiduciary Advisor® (CPFA), Brian is also enrolled in the prestigious Pepperdine University Executive Planning Certificate Program along with Yale University’s Certified Private Wealth Advisor® (CPWA) program in partnership with the Investments & Wealth Institute. He is an advisory board member of CHIP (Changing How Individuals Prosper) and a member of the Association of African American Financial Advisors.


Brian enjoys spending time outdoors with his family and is a basketball fan. His bucket list includes one day flying a plane.


 

				

			

			

				
				
				
				
			

				
				
			

				
				
				
				
				
				
				

				

				
				
				
				
				

				
				
				
				
				
				
				

					

    

                    

                
Best piece of financial advice received: 

                
Invest early, invest often.

            

                    

                
Favorite quote: 

                
“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

            

                    

                
Favorite food: 

                
BBQ

            

                    

                
If you could meet anyone, past or present, it would be: 

                
Jesus Christ

            

                    

                
Hidden talent: 

                
I am a great cook!

            

                    

                
Favorite book: 

                
“Total Recall: My Unbelievably True Life Story” by Arnold Schwarzenegger

            

                    

                
Favorite movie: 

                
Any James Bond movie

            

                    

                
Favorite TV show: 

                
“The Wire”

            

                    

                
What motivates you: 

                
To have a huge positive impact on those I care for most

            

                    

                
Favorite holiday: 

                
Thanksgiving

            

                    

                
Something on your bucket list: 

                
To fly a plane

            

                    

                
Place you’d most like to visit: 

                
Italy

            

                    

                
Biggest accomplishment: 

                
Marrying my wife

            

            



				

			

			

				
				
				
				
			

				
				
			
		

	

	
			

		

		

    


    





    

        

            

                
Request an Appointment

                

                    In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.