At the Mawby Brigeman Group, we combine our investment philosophy and experience with state-of-the-art tools, world class research and access to a wide range of investments to provide our clients with financial plans to achieve your personal and family financial goals.
Our principled approach to wealth management focuses on the nuances of investing.
More than the typical wealth management firm, our independent advisors are motivated by the big picture of aligning your financial as well as personal goals and objectives. Our customized approach, advice, and investment solutions can help you get to the core of what really matter to grow your wealth and build legacies around the things you truly care about.
We look forward to getting to know you and serving your needs for years to come.
Founder, Investment Strategist
Advisor, Investment Strategist
Founder and President
Director of Operations & Client Experience