BRIARWOOD FINANCIAL

Overview

Briarwood Financial is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines accounting services with a range of advisory offerings: financial planning, portfolio management for individuals and small businesses, pension-consulting support, selection of outside advisers, and educational workshops. Its billing methods include asset-based fees, hourly charges, and fixed-fee engagements. The adviser is flagged as a capital allocator but does not identify third‑party alternative fund managers in the available data. Briarwood Financial does not market itself as an ESG investor and does not appear to operate across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives