About

Braeburn Wealth Management

About Braeburn Wealth Management

Braeburn Wealth Management is a locally and family-owned Registered Investment Advisory firm proudly serving throughout Muskegon, MI, and surrounding areas since 2011. With over 20 years of experience, we create highly personalized financial plans designed around each client’s unique goals, needs, and future vision. Our commitment to honest guidance and transparent payments has helped us build lasting relationships based on trust and communication. We are proud to provide thoughtful wealth management services with a personal touch.


At Braeburn, clients can talk to a real person immediately and receive responsive, attentive support every step of the way. We also offer convenient virtual sessions through secure video sessions, making it easy to stay connected no matter where life takes you. Beyond financial planning, we are passionate about giving back to our community through donations and volunteer work with the United Way of the Lakeshore. Contact us today to schedule your consultation and discover a personalized approach to planning for your financial future.

Six people standing outdoors in business attire in front of a building and trees.

About

Braeburn Wealth Management provides investment management, financial planning, social security planning, company retirement plans, and tax planning to the West Michigan area.

Year Established

2011

Products

Services

  • Investment Management
  • Financial Planning
  • Social Security Planning
  • Company Retirement Plans
  • Tax Planning

Specialties

  • Investment Management
  • Financial Planning
  • Social Security Planning
  • Company Retirement Plans
  • Tax Planning

Associations

  • United Way of the Lakeshore
  • Muskegon Lakeshore Chamber of Commerce
  • Muskegon Rotary
  • Grand Haven Rotary
  • JCI Greater Muskegon
  • Lake Michigan Estate Planning Council Member

Brands

Pickup and Delivery

Payment Options

Languages

  • English


Good to Know