Brotman Financial Group, Inc. is a U.S.-based, SEC-registered investment advisory firm founded by Eric Brotman. The firm operates on a fiduciary standard, providing holistic financial planning and wealth management services to individuals, families, and business owners. Their core services include investment management, retirement planning, estate planning, and insurance strategies. In 2021, the firm became a partner of the Carson Group, a national network of financial advisory firms, to enhance its service offerings and technological capabilities while maintaining its client-centric approach.

Founded in

United States