Founder of Btesh Financial, an independent fiduciary advisory firm serving business owners and high-earning families. Client assets are held with Charles Schwab, delivering institutional-grade custody, security, and oversight.

“Protect what matters. Build what lasts.”

Brian provides comprehensive financial planning built around four core pillars: disciplined investment guidance, strategic risk management, tax-efficient strategies, and estate planning support.

Each strategy is designed to protect what clients have built while positioning them for long-term financial independence. “My mission is to make every financial planning experience clear, empowering, and cost-effective—without ever compromising integrity or service.”

Through a concierge-style advisory approach, Brian is hands-on, proactive, and relationship-driven. From structured goal-setting to ongoing portfolio oversight, every recommendation aligns with a clearly defined long-term objective.

Learn more at: www.bteshfinancial.com