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Brio Wealth Solutions

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Austin
CRD Number
Website briowealthsolutions.com
Client types

Overview

Brio Wealth Solutions is a client-centric wealth management team founded by Wayne Rogers. The practice blends comprehensive financial planning with investment management, emphasizing integrity, wellness, and long-term financial independence. The team serves business owners, affluent individuals, families, retirees and professionals, tailoring plans around retirement, investments, risk management, and estate/succession needs. Brio operates as an independent advisory practice while delivering securities and investment advisory services through &Partners, a dually registered broker-dealer/RIA. Custody and safeguarding of client assets are provided primarily through Fidelity’s National Financial Services (NFS). Educational insights and planning tools complement an approachable, values-driven experience.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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