Clarity first
Before recommending anything, we map where you stand today and what you're actually working toward.
About
Our Story
True wealth is more than money.
The family behind the firm
No one sits down at our table worried about a benchmark. They’re worried about the next thirty years — and whether the money will last as long as the life it has to carry.
Briggs Financial Group Wealth Advisors is a family-led fiduciary practice built on one word: stewardship.
Founder Ronald J. Briggs Jr., FIC, CRPC®, has spent more than four decades helping families answer the questions their money is supposed to serve — when work becomes optional, what can safely be spent along the way, and what the next generation receives. He practices alongside his son, Ronald J. Briggs III: two generations of one family, often planning across two or three generations of yours.
We measure our work the way you do — not against an index, but against the life it has to support.
That work rarely starts with an investment. It starts with what you’ve built — a business, a career, rental property, years of disciplined saving — and what it now has to do: produce dependable income, take less risk than it used to, and leave something deliberate behind.
Behind the advisors sits an accredited in-house team covering the terrain a real plan crosses: tax and risk mitigation, net retirement income maximization (NRI Max®), algorithmic portfolio management, Social Security timing, and tax-efficient wealth transfer. Boutique in how it feels; institutional in what stands behind it.
How we help
Advice that starts with understanding you
Objective advice
Fiduciary duty, plain fee structure, no product quotas. Our advice holds up because nothing is riding on it.
A real partnership
You get a named advisor who knows your situation, not a rotating queue and a case number.
Education, always
You should understand every recommendation well enough to explain it to someone else.
True wealth is more than money.
Start with a conversation. No cost, no pressure, no obligation to continue.
