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Braeburn Wealth Management LLC

EST. AUM
$259,354,439

CONTACTS

CLIENT ACCOUNTS
1,133

Firm Details

Metro area Grand Rapids
CRD Number 158007
Website braeburnwealth.com
Client types

Overview

Braeburn Wealth Management, LLC is a registered investment advisory firm based in Muskegon, Michigan, founded in August 2011 by Michael Poland. Poland brings extensive experience from prior roles at Smith Barney, Paine Webber, Merrill Lynch, and Rehmann, and holds a Chartered Financial Analyst designation. The firm provides personalized wealth management and financial planning services to individuals and families, with an emphasis on building long-term, trusted client relationships over more than a decade of community service.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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