Independent Financial Planning Built Around YOUR Goals
A true partnership—not a sales process. We provide fee-only financial planning to help individuals and business owners make confident financial decisions without product sales or conflicts of interest.
About Brixx Wealth Planning
A Different Kind of Financial Planning Firm
ABOUT
BRIXX
Brixx Wealth Planning is an independent, fee-only financial planning firm dedicated to providing objective, conflict-free guidance. We do not manage investments, sell insurance, or receive commissions of any kind. Our role is simple: to serve as a trusted partner who helps you navigate complex financial decisions with clarity and confidence.
Unlike traditional financial advisors, our recommendations are never influenced by products or sales incentives. Every strategy is designed around your goals—not ours.
Financial Planning Services
Our services are intentionally structured to meet the distinct needs of individuals and business owners while maintaining a consistent philosophy of independence, transparency, and partnership.
Personal Financial Planning
Planning for Individuals & Families
Business Owner Planning
Planning for Business Owners
How We’re Different
Fee-Only Planning. Built Around You.
At Brixx Wealth Planning, we believe financial planning works best when it is unbiased.
Our compensation comes directly from our clients. This structure allows us to focus solely on providing clear, objective planning that supports better decision-making.
Our Planning Process
Our planning process is designed to deliver clarity over time—not overwhelm.
1. Discovery & UnderstandingWe start by understanding your goals, priorities, and concerns.
2. Analysis & Scenario PlanningWe evaluate options, model scenarios, and assess tradeoffs.
3. Decision Support & GuidanceWe work through recommendations together, focusing on what matters most.
4. Ongoing PartnershipPlanning evolves as life changes. We remain a trusted resource as decisions arise.
