We Stay Focused on Market Trends, so You Don't Have To

Who Are We?

Who Are We?

Instrumental Advisors is a boutique financial planning and investment management firm founded in 2013 by R. Brook Menees, CFP®. We work daily to assist business owners & individuals who have the financial resources and/or income to build & preserve their wealth for important personal goals, business goals, and/or charitable causes. We have helped clients live through three of the worst bear markets in US history, wars in the Middle-East and Bosnia, the Asian currency crisis, the Mexican peso & Russian ruble collapses, the worst global financial crisis since the Great Depression, and the Covid-19 global pandemic.

What We Bring to the Table

What We Bring to the Table

Our professional goals are, including but not limited to:

1. Make each client feel important no matter their wealth or income...

2. Serve clients at a high level...

3. Manage clients' monies in a manner as perfectly mirrored to their risk tolerance & time horizon(s) as possible...

4. Assist our employees to have all the success & financial independence we strive to accomplish for our clients...

5. Leave our profession better than it was before our arrival by contributing time, energy, & resources toward this end, and...

6. Bring a great attitude to the office everyday so that our passion for the work we do for clients shines through.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More
Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
Learn More

Our Professionals

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

Learn How We Can Help You

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