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
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.
Long-Term-Care Needs
Password Protection Strategies
Estimating Your Estate Taxes
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
