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Who Are We?

Instrumental Advisors is a boutique financial planning and investment management firm founded in 2013 by R. Brook Menees, CFP®.  Our financial advisors and staff work 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 two 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.

 

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.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.