Why Us?
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Experience
Trott Brook was founded in 2002. The firm manages over $125 million in brokerage and advisory assets for over 200 families.
Competence
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designation
Ethics
Perhaps the single most important criteria for choosing a financial advisor is trust. At Trott Brook Financial, we take this very seriously.
Independence
Trott Brook is a Registered Investment Advisory (RIA) firm with no affiliations with banks, insurance companies or mutual fund firms.
Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.
PROVERBS 21:5
