Clarity. Confidence. A Smarter Path to Your Financial Future.

Brookwood Investment Group delivers personalized wealth management, financial planning, and investment guidance for individuals who value clarity, confidence, and a disciplined approach to achieving what matters most.

Choose the best Brookwood experience for you ➔

Choose your path:

For Investors

Explore a personalized approach to building and protecting your wealth with a fiduciary advisor who puts you and what you value most, first.

For Advisors

Grow your practice with true independence, robust support, and a partnership built to elevate the advisor experience.

Bob & Kim FPO

About Brookwood Investment Group

Brookwood Investment Group is an independent advisory firm built on the belief that financial advice should be personal, transparent, and tailored. We serve individuals, families, and professionals with thoughtful financial planning, disciplined investment strategies, and a client-first approach rooted in trust. Our team of experienced advisors takes the time to understand your needs, values, and long term vision—so we can help you create a smarter, simpler financial path forward.  We also support independent advisors with the resources, infrastructure, and investment solutions they need to thrive. Whether you’re looking for a trusted partner or seeking a better home for your advisory practice, Brookwood is built around your success.