About Us: Expertise You Can Trust
Established in 2011:At Brio, our mission is to provide individuals and business owners with the tools necessary to identify and achieve personal financial or small business goals.
Although many consultants may call themselves “business development planners,” or "financial advisors", Brio's CFP® professionals have completed extensive training, and are held to rigorous ethical standards. Each has years of experience helping unique clients achieve their goals. Brio Consulting goes the extra step: we are a fee-only firm. We understand the complexities of the changing marketing and financial climate, and will explain financial and business concepts in plain terms. You can count on us to address your current concerns with your best interest in mind, and to help you make a solid plan for the future. CERTIFIED FINANCIAL PLANNER TM Professionals: |
“Brio was great! My financial planning consultant listened well, had solid advice and made me feel like my financial situation is manageable.”
- Financial planning client Austin |
All Brio consultants hold the CFP® designation. CFP professionals have met professional standards, and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
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(c) 2018, BRIO CONSULTING, LLC
P.O. BOX 300982, AUSTIN, TX 78703-0017
P.O. BOX 300982, AUSTIN, TX 78703-0017