Brian Hartmann, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional, I help families take an in-depth, holistic view of their finances. Our signature CROWN process allows us to make sure that all financial matters in their lives are working for them and progressing forward towards their goals in unison. I strive to provide individuals with genuine care by focusing on delivering direction and prudent holistic planning to meet both short and long-term goals. At Granite Bridge, we often work with multiple generations within a family, making sure that family values and finances continue on well beyond the current members. I find it important to create a comfortable environment where my clients can discuss a serious topic, like finances, and still feel positive and optimistic throughout the process.

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My multi-industry experience has inspired me to bring my practice to an independent platform, where I could offer unbiased and conflict-free financial advice to families and individuals across the United States.

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I founded a business networking group that focuses on helping business owners to grow their respective companies while also serving non-profit organizations within our community. Currently I serve as the Chairman of the NextGen Advisory Board at Royal Alliance and member of the National Advisory Board.

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Check Out Our Firm's Brochure: http://downloads.financial-resources.org/books/krwt/