Breakwater Financial, LLC is a registered investment adviser (RIA) that operates as a fiduciary, prioritizing clients' best interests. The firm specializes in creating personalized financial strategies that encompass investment management, retirement planning, estate planning, and risk management. Their mission is to provide objective, unbiased advice to help clients navigate complex financial decisions and achieve their long-term goals. Being independent allows them to select from a wide range of investment options without the conflicts of interest often associated with proprietary products.

Founded in

United States