Advisor at Brookhouse Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brookhouse Advisors
Location
Meadville, PA 16335
Credentials
CFP®, RICP®
Industry experience
8 years
At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values.
On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.
1.00%
$200+/hr
AUM % is based on fee schedule dependent on total assets under management
Brookhouse Advisors LLC
2023 - Present (3 years)
Millennial Money Management LLC
2017 - 2023 (6 years)
World Traveling
2016 - 2017 (1 year)
Covestro LLC
2015 - 2016 (1 year)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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