Brotman Financial Group Careers in Lutherville Timonium, MD

At Brotman Financial Group, Inc. we offer holistic financial advice and help coordinate every detail of our clients’ financial worlds, from investing and wealth management to tax and estate planning. During our planning process we thoroughly evaluate every aspect of a client’s finances, then work as a team—calling on specialists in key areas, as needed—to create a tailored, coherent plan that addresses our client’s specific needs and goals and helps prioritize and allocate resources to meet them. The key is not just the analysis done in formulating a plan, but the synthesis created when a plan has been designed collaboratively. Our ideal clients are multi-generational families — individuals and couples whose very busy lives include balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Once we have completed our initial planning process, we find our clients’ financial live