Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients
Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients
The BFG Legacy
Ron Briggs, a 38-year industry veteran, founded Caitlin John Private Wealth Management in 2010. The inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then was to build a fiduciary-based advisory firm to continue serving his clients and grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our independent SEC Registered Investment Advisor (RIA) firm with their own individual brand they built in their local community. With that being said, Ron is proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its national headquarters located in Brighton, Michigan.
What is the Fiduciary Difference?
Uniquely Briggs Financial Group
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved. Here are some of our unique programs that you’ll only find with BFG.
Our passion is working with individuals, business owners and professionals, to build a strong financial plan as the core foundation of the future they envision. Ron has spent his career educating and preparing clients during their accumulation years to navigate the pitfalls and misconceptions in key areas of planning for their Retirement. Today, many of his very first clients, going back to 1984, are now successfully enjoying their golden retirement years.
Feel Confident in Your Financial Future
Whatever your situation, our team will listen to what matters most to you. From taxes to retirement, investments, estate planning, charitable giving and more, our experienced advisors do the valuable work of financial planning and wealth management so you can focus on living life your way.
Your Briggs Financial Group Advisor will work with you, as both architect and engineer, to design and implement solutions spanning portfolio management, financial planning, wealth preservation, and legacy transfer for generations to come.
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