Brian M. Ursu, CFP ®
President and Advisor
Focused on What Matters
Having worked nearly 30 years in the financial industry, actively listening to his clients, Brian has a clear idea of their concerns: enough money for a comfortable retirement, the ability to help their children through school and their parents through life, manageable taxes, and financial stability and confidence. Twelve years ago, this knowledge, coupled with his integrity, compelled Brian to open his own, small-by-design wealth management firm where he could freely choose and design investment strategies that best address his clients’ individual needs and risk tolerance. An avid reader and passionate about his work, Brian strives to stay well-educated and current in what the financial industry is doing, using his experience, skills, and advanced financial planning software to help individuals, their families, and their closely-held businesses.
“I just like helping people, especially helping them navigate through tough situations and keep perspective. Every day the job is different. What’s most important to me, though, are the relationships we build. My clients are not just my business; they’re my friends.”
Brian uses asset allocation (that is, the process of dividing a portfolio among major asset categories such as bonds, stocks or cash) and rebalancing to keep portfolios diversified and to minimize loss. (See “Our Mission.”) His goal is to provide clients with some of the best professional and personal service they have experienced in this industry as he works with them toward building and preserving their wealth and financial confidence.
He has earned several titles acknowledging his accomplishments:
- President, Economic Club of Traverse City, MI
- Certified Financial Planner, since 1994
- Registered Principal, Securites licensed in MI, IL, AZ, CA, CO, FL, NY, OH, TX, WA, WI
- SmartVestor pro in the (Dave) Ramsey Solutions directory
- True Wealth Planning, Certified Advisor
- Life and Variable Contracts, licensed in MI
- PEAK Practice of the Year 2009 (based on client services and business growth)
- LPL Financial Patriot Club (Top 5% of LPL Advisors, based on revenue)
Brian, his wife, and two of their five children live in an intentional community in Leelanau County. (The older ones are in college or beyond, with two living much too far away on the west coast.) As much as possible, they enjoy reading, outdoor activities, and get-aways to Mackinac Island. Brian’s personal goal is to live with intention, to enjoy a long, healthy, meaningful life while helping others do the same.