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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®.  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.

 

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

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.