Our Team
-
Benjamin Smith, CFP®
Founder & Chief Executive Officer
-
Jicun Xia
Investment Associate
-
Karalena Smith
Client Service Associate
-
Angela Martinez
Digital Marketing Coordinator
Briarwood Financial Planning + Charles Schwab®
“Have peace of mind knowing your investment accounts are held with an established financial institution you can trust.”
~Benjamin Smith, Founder, Briarwood Financial Planning LLC
Charles Schwab® is one of the world’s largest providers of financial services. Founded in 1971, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 33 million individuals and institutions, as well as through nearly 15,000 independent financial advisory firms. For more information about Charles Schwab, visit Schwab.com.
Charles Schwab provides clearing, custody, or other brokerage services to Briarwood through Charles Schwab & Co., Inc. Member SIPC.
Working with Charles Schwab gives Briarwood access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
Through our relationship with Charles Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Schwab brokerage account.
Our firm values the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.
Click here for more information about Briarwood Financial Planning and Charles Schwab.
Request an Appointment
In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.
360-443-9993