Advisor at Vitality Wealth Planning
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.
Hi, I’m Brennan, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional.
At Vitality Wealth Planning, I help families achieve financial clarity and peace of mind, empowering them to live their best lives with purpose. I believe true wealth extends beyond money—it's about living a fulfilling life with confidence, personal freedom, and the security to pursue what matters most.
My work goes beyond numbers and investments. I specialize in guiding multigenerational families, especially those in the "sandwich generation," as they care for aging parents and plan for future generations. With compassion and expertise, I simplify complex financial matters, helping clients navigate estate planning, tax strategies, wealth preservation, and more. My goal is to help people reduce financial stress, align their wealth with their vision, and build a legacy that reflects their core values.
Driven by a desire to end suffering, I view money as a tool to bring clarity and purpose to life. Through a holistic approach, I guide clients to make intentional, confident choices that lead to a life of freedom, impact, and vitality.
1%
$400
$600-$3000/qtr
AUM Fee is Blended.
Vitality Wealth Planning LLC
2024 - Present (2 years)
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2020 - 2021 (1 year)
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2019 - 2020 (1 year)
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2017 - 2019 (2 years)
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2016 - 2019 (3 years)
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2016 - 2017 (1 year)
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2016 - 2016 (1 year)
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2016 - 2016 (1 year)
Indiana University
2015 - 2019 (4 years)
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CFP®, CPA
Goshen, IN
Integrated Financial Planning Solutions, LLC
Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.
CFP®, Series 63, Series 66
Goshen, IN
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Series 63, Series 66
Goshen, IN
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CFP®, Series 66
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