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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

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.