Northbrook Financial Planning LLC

EST. AUM
$108,760,000

CONTACTS

CLIENT ACCOUNTS
474

Firm Details

Metro area Baltimore
CRD Number 309060
Website northbrookfinancial.com
Client types

Overview

Northbrook Financial Planning LLC is a fee-only, SEC-registered investment adviser headquartered in Baltimore, Maryland. The firm provides integrated financial planning, discretionary investment management, and tax planning services, helping individuals and families simplify their financial lives through fiduciary advice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Northbrook Financial Planning LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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