Brian K. Case, CFP®
I established my own, independent Registered Investment Advisor firm in 1999 and became a Certified Financial Planner® in 2000. This independence and certification is important because it aligns my business interests with clients’ needs. I believe in taking a “Plan First, Then Invest” approach and spending time getting to know my clients well enough to “stand in their shoes” while using my knowledge and experience to help them attain their goals and dreams. As a true fiduciary, I am able to act as a “personal CFO” – quarterbacking resources like accountants, attorneys and agents – so my clients can focus on their priorities.
A common thread among my clients is that they are busy professionals who value the time and expertise required to successfully navigate today’s complex financial world. My personal experiences have led me to advise many healthcare professionals and small business owners through all stages of their lives. My team and I have successfully guided clients through all market cycles, including the dot-com bubble of the late 1990’s and the 2008 financial crisis that led to the Great Recession. In 2017, I merged my company with Elevage Partners to continue providing clients with unbiased advice with the advantages of being part of a larger firm.
I started my career in 1995 by leveraging my experience as the owner of restaurant and retail businesses to help a veteran investment manager grow from a sole practitioner to fully staffed office. Unlike most new financial advisors who are asked to make a list of the family and friends they plan to sell products to, I was fortunate to instead spend time as the apprentice to an advisor who was endorsed by the Hartford County Medical Association. My next apprenticeship was with an experienced MassMutual insurance agent who I helped convert to a comprehensive financial planner while learning more about identifying and minimizing risk using insurance. This experience gave me the confidence and education necessary to insist that the people around me seriously consider my advice.
I met my wife through a business partner who was training her as a medical resident in Ob/Gyn. We have three boys and enjoy many outdoor activities together as a family. We enjoy cycling and hiking around our home in Somers, CT, and spend as much time as possible skiing and cycling at our home away from home – Grafton, VT. And if you can’t find us in CT or VT we are likely playing at altitude in the mountains around Park City, UT.