Brunner Financial is an independent financial advisory firm based in Okemos, MI, offering a range of services from cash flow planning to investment planning. With a team of experienced professionals, they provide exceptional service and personalized solutions to help clients achieve their financial goals. Their multigenerational approach focuses on maximizing wealth for both current and future generations through comprehensive estate planning, tax planning, and investment strategies.
As an independent advisory practice rooted in fiduciary standards, Brunner Financial utilizes the latest fintech tools to build and monitor customized plans for each client. With a commitment to delivering optimal outcomes, their team of Accredited Investment Fiduciaries ensures that every plan is tailored to the unique needs and circumstances of the individual or institution. With a focus on accessibility and transparency, clients can monitor their progress through the client portal, MyPlan, and rely on Brunner Financial's expertise to keep their financial plans moving forward.
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