Strategic Wealth Management for Your Financial Future
At Brawley Investment Group, we provide comprehensive financial planning and investment strategies with precision, security, and long-term growth. Serving clients across Bloomington, Indiana and beyond with trusted financial expertise.
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Years in Financial Industry
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Clients Served
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Client Satisfaction Rate
Your Trusted Financial Partner
Brawley Investment Group specializes in comprehensive wealth management, retirement planning, and investment strategies for individuals and businesses.
With over fifteen years of experience, our team builds personalized financial plans, optimizes investment portfolios, and integrates cutting-edge market analysis to secure your financial future.
Secure Investments
We prioritize robust risk management and security in every investment strategy.
Portfolio Management
Tailored investment portfolios designed to meet your unique financial goals.
Retirement Planning
Comprehensive strategies for secure and comfortable retirement.
Wealth Preservation
Future-proof strategies that protect and grow your assets over time.
Our Financial Planning Process
Strategic Approach, Transparent Execution
From initial consultation to ongoing management, we follow a comprehensive and personalized approach to ensure your financial plan meets your exact needs.
Our process emphasizes continuous monitoring, regular reviews, and measurable milestones to keep your investments on track and aligned with your goals.
Discovery & Assessment
We analyze your financial situation, define goals, and create a detailed financial roadmap.
Strategy Development
Our advisors create customized investment strategies focused on your risk tolerance and objectives.
Implementation
We execute your financial plan using diversified investments with regular progress updates.
Monitoring & Review
Continuous portfolio analysis ensures performance, risk management, and goal alignment.
Ongoing Management
We provide ongoing portfolio adjustments and financial guidance as your needs evolve.
Services
Investment Management
Personalized portfolio strategies built to grow your wealth and achieve long-term financial goals.
- Stock & Bond Portfolios
- Mutual Funds
- ETF Strategies
Retirement Planning
Comprehensive strategies for IRA, 401(k), and pension plans to ensure financial security.
- IRA/401(k) Management
- Income Planning
- Social Security Optimization
Estate Planning
Strategic wealth transfer solutions to protect your legacy and provide for future generations.
- Trust Services
- Legacy Planning
- Tax Efficiency
Business Planning
Financial strategies for business owners including succession planning and corporate investments.
- Succession Planning
- Executive Benefits
- Corporate Investments
Risk Management
Protect your assets with comprehensive insurance and risk assessment strategies.
- Insurance Analysis
- Asset Protection
- Liability Management
Tax Planning
Strategic guidance to minimize tax liabilities and maximize investment returns.
- Tax-Efficient Investing
- Deduction Strategies
- Retirement Tax Planning
Why Choose Us
Financial Excellence You Can Trust
We combine financial expertise with personalized service to deliver strategies that drive measurable wealth growth.
From individual investors to business owners, our team adapts to your needs, ensuring seamless collaboration and transparent communication throughout your financial journey.
Certified Advisors
Our financial advisors hold certifications in CFP, CFA, and other industry standards.
Proactive Strategy
Continuous market monitoring ensures timely adjustments to your investment strategy.
Competitive Fees
Transparent fee structures designed to maximize your investment returns.
Dedicated Support
Regular portfolio reviews and ongoing financial guidance to keep you informed.
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Clients Served
+
Years Experience
%
Client Retention
M+
Assets Managed
Team
Robert Brawley
Senior Financial AdvisorRobert leads our investment strategy with 15+ years in wealth management and financial planning.
Jennifer Mitchell
Portfolio ManagerJennifer specializes in investment analysis and portfolio optimization for high-net-worth clients.
Michael Thompson
Retirement Planning SpecialistMichael designs comprehensive retirement strategies and pension plan optimizations.
Sarah Johnson
Estate Planning AdvisorSarah crafts strategic wealth transfer solutions and legacy planning for families and businesses.
Testimonials
Brawley Investment Group transformed our retirement strategy, boosting our portfolio returns by 25%. Their team was professional and always available for questions.
James Wilson
Retired ExecutiveTheir estate planning expertise helped protect our family's legacy while minimizing tax burdens. Exceptional service and deep financial knowledge!
Margaret Williams
Business OwnerFrom investment strategy to retirement planning, Brawley Investment Group guided us through every financial decision. Their expertise gave us peace of mind.
Thomas Reynolds
Medical ProfessionalTheir risk management strategies protected our investments during market volatility. Proactive, thorough, and financially brilliant.
Lisa Chen
Technology ExecutiveFAQ
What types of investment strategies does Brawley Investment Group offer?
We offer diversified investment strategies including growth investing, income generation, value investing, and ESG options. All strategies are personalized to your risk tolerance and financial goals.
How do you ensure the security of client investments?
All client assets are held with major custodial institutions, protected by SIPC insurance, and monitored through rigorous compliance protocols and regular audits.
Do you offer ongoing portfolio management?
Yes. We provide continuous portfolio monitoring, regular performance reviews, and strategic adjustments based on market conditions and your evolving financial needs.
What's your typical client onboarding process?
The process begins with a comprehensive financial assessment, followed by strategy development, implementation, and ongoing management. Most clients are fully onboarded within 2-4 weeks.
Are there fees for consultations or portfolio reviews?
Initial consultations are typically free. Ongoing portfolio management and financial advisory services have transparent fee structures, which are explained upfront.
Can I customize my investment plan?
Absolutely. Our advisors work with you to tailor strategies based on your goals, risk appetite, and investment horizon.
How often will I receive performance reports?
Clients receive detailed performance reports quarterly, with the option for monthly updates upon request.
What makes Brawley Investment Group different from other advisory firms?
We combine personalized investment strategies, rigorous risk management, and a client-first philosophy to ensure that each portfolio aligns with the client's unique goals.
Have specific financial questions?
Let's discuss your financial goals and how we can create a personalized strategy for your future.
Contact Our Advisors