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About Us

Wealth Management Issues

Since 1996, Braun Financial Services has helped create programs and portfolios to meet long-term financial goals.  Contact us for help or questions about investment management, cash flow and debt management, family risk management, retirement planning, education planning, legacy planning, business planning and special situations planning. 

Our Primary Purpose

A Proven Approach

Identifying and focusing on the wealth management issues that are most important to you is paramount. Analyzing your unique goals and needs and comparing them to your current portfolio could reveal areas out of balance or gaps that need to be addressed. A recommended investment strategy designed to meet your risk tolerance considering your complete financial picture will be reviewed relative to your specific situation. An agreed upon process for reviewing and addressing your changing situation will ensure the process continues in efforts to ensure results are progressing to your most current goals.

Why Us?

You can count on unbiased recommendations and impartial guidance. Greg Braun is a CERTIFIED FINANCIAL PLANNERTM professional with over 25 years of practical experience providing individual and small business clients with professional financial and investment counseling. 

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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