Brunswick Financial LLC provides fiduciary advice to clients on budgeting and cash flow management, investment management, tax planning, and retirement planning. We work with individuals who manage their own investments and are looking for objective guidance on those investments.
We provide advice to small business owners on general financial management, strategic planning, accounting and accounting systems, benefit and retirement plans, and succession and exit planning.
109 East 1st Street, Ocean Isle Beach, North Carolina 28469, United States
(910) 370-1480 (main) (301) 802-9951 (cell) johnc@brunswick-financial.com
Monday - Saturday: By appointment
John is the founder and Managing Principal of Brunswick Financial LLC, a firm founded in 2014 and dedicated to providing affordable advice on an hourly basis to individuals regardless of income or asset levels. John believes that the individuals and families who are most in need of financial advice and guidance are often the people who have, for the most part, been ignored by financial advisors.
John's 40 plus years of experience include 20 years in corporate finance and over 15 years working with small business owners. John received his BA in Economics from the University of Maryland and is a member of the Financial Planning Association (FPA). He resides in Ocean Isle Beach, NC and maintains a part-time office in Reston, VA. He serves clients throughout Virginia and North Carolina.
Brunswick Financial LLC is a Registered Investment Adviser offering advisory services in the state of North Carolina, the Commonwealth of Virginia, and other jurisdictions where exempted. All written content on this site is for informational purposes only. Financial planning services are offered by Brunswick Financial LLC. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Brunswick Financial Form ADV Part 2 - 20240329 (pdf)
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