It's not just your money. It's your life.

Value statement

With more than 50 years of combined investment experience, The Brierton Group advises individuals, institutions and businesses in developing a cohesive, comprehensive plan for accumulating, managing and protecting wealth. We pride ourselves on building long-term relationships based on knowledge, integrity, trust and mutual respect.
 

Core beliefs

  • Good financial planning starts by looking at the whole picture.
  • Each client has unique and special goals and circumstances, and should be treated as such.
  • Investment recommendations should be based solely on what’s best for the client.
  • Clients deserve regular, proactive communication from their financial advisors.
  • Superior service is not a motto, but a mandate.

Weekly email market updates

We send weekly market updates by e-mail with timely and actionably market information.  If you would like to receive weekly updates via e-mail please
click here.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

401(k) Plan reviews for employers

As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you?

Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it?

Here are three compelling reasons why a benchmarking review is in order:

  1. 401(k) plan design features have improved drastically compared to older plan designs.
  2. Costs of 401(k) plans have decreased due to the competitive marketplace and fee disclosure rules.
  3. As a fiduciary you have an obligation to regularly review and monitor your plan.
 
We welcome you to experience The Brierton Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Brierton & Scholl Investment Group.

 

Bulletin Board

Latest Insights

Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

Aug 26, 2024 | Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Read more