“Knowing first hand his financial planning and wealth management processes I would high recommend him and Briarwood Financial Planning to anyone looking to create and preserve Generational Wealth.”
“He goes above and beyond to not only keep us informed about our own money but educates us about the current market and what we can realistically expect.”
“Matt made the whole process easy to understand and we love the fact that we are supporting local and getting personalized service while making smart financial decisions.”
“Ward has been an excellent 0-to-1 financial advisor, taking us through the gamut of streamlining expenses, establishing a sustainable budget, setting up retirement and college funds, and building a stable investments portfolio.”