Trott Brook Financial is an independent, fee-only wealth management firm founded by Mike and Kim Fread. The company operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They specialize in providing comprehensive financial planning and investment management services tailored to individuals and families, focusing on goal-oriented strategies for retirement, estate planning, and overall wealth accumulation. Their approach is centered on building long-term, personalized relationships with clients.

Founded in

United States