Our Services (see more)
Investment Management
- Custom strategies for your risk tolerance
- Diversified portfolios to maximize returns
- Ongoing performance reviews
- Access to alternative investment vehicles
Retirement Solutions
- Personalized retirement goals analysis
- Tax-efficient drawdown strategies
- Healthcare & long-term care planning
- Income sustainability modeling
For Business Owners
- Structure my business for tax benefits
- Executive compensation & perks
- Balancing reivestment and growth
- Selling your business
About Us
At Brodie Wealth Management LLC, financial planning isn’t about crystal balls — it’s about clear thinking, careful analysis, and a healthy respect for the numbers. Founded by David Brodie, CPA, the firm blends tax and accounting expertise with knowledge across securities and insurance topics gained through both professional experience and formal examinations.
Before starting Brodie Wealth Management LLC, David worked extensively in tax, accounting and finance, developing a practical, no-nonsense approach to helping clients organize, plan, and manage their financial lives. His style is straightforward, occasionally sprinkled with dry humor, because talking about money shouldn’t feel like reading the fine print on your cable bill.
When he’s not analyzing portfolios or tax strategies, you might find him reading up on regulatory updates (yes, really) or enjoying the simple pleasures of life that don’t require an SEC filing.
Brodie Wealth Management LLC is committed to providing advice in a fiduciary capacity, consistent with applicable regulatory standards and professional ethics — and maybe even making you smile once in a while.
Why Choose Us?
Personalized Planning
We shape a holistic financial roadmap tied to your life objectives—wealth growth, transfer, or legacy through giving—crafted around what truly matters to you.
Tax-Smart Strategies
Our planning integrates tax optimization at every stage, because real financial success isn’t just what you earn—it’s what you keep.
Independent & Research-Based
We’re wholly independent and guided only by your interests. Investment decisions are anchored in peer-reviewed academic research—not media hype.
Have Fun With Our 3-Step Process
Explore your risk, goals, and diversification — then get a personalized plan.
Start the 3-Step Process