Trott Brook was founded in 2002. The firm manages over $125 million dollars in brokerage and advisory assets for over 250 families.
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designation
Perhaps the single most important criteria for choosing a financial advisor is trust. At Trott Brook Financial, we take this very seriously.
Trott Brook is a Registered Investment Advisory (RIA) firm with no affiliations with banks, insurance companies or mutual fund firms.