Why Choose Us

At Braintrust Capital, we are driven by your success. Our clients invest with the intention of meeting goals, growing their wealth and protecting their assets and their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

Independent, Fee-Only

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based on your growth and disclosed clearly and transparently in advance.

Clients First

We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.


We are compensated only by our clients, never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.
Team Member

Retirement Planning

"I'm excited to work with our clients to help accomplish their financial goals."
Roger Graham, JD, CIMA®, CEPA®

Comprehensive Advice

We tend to the details without ever losing sight of the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (844) 58-BRAIN
  • E-Mail:
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