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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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Catch-Up Contributions

Catch-Up Contributions

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