Holbrook Wealth Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. They specialize in providing comprehensive and personalized financial planning and wealth management services, focusing on helping clients navigate major life transitions such as retirement, inheritance, or selling a business. Their approach integrates all aspects of a client's financial life to create a cohesive and strategic plan for long-term financial security.

Founded in

United States