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Brewer Financial Services, Llc




Brewer Financial Services, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

BFS is proud of its ability to attract and retain experienced advisors that emanate integrity and respect. To best meet the diverse needs of our clients, we have recruited professionals from varying backgrounds in the investment world. The company is a team of skilled professionals, orchestrated to provide clients with guidance in the areas of asset protection, wealth management, tax advisory and estate planning.

Brewer Investment Group was founded by Steven Brewer with the vision of creating a multi-faceted financial services firm, providing a boutique level of service with the experience and resources of a major Wall Street firm. To accomplish this goal, a diverse team of experienced and talented individuals was carefully selected to create a unique and personalized full service wealth management firm. Their staff ranges from seasoned executives in the pension community to advisors who have joined us from large wealth management and investment banking firms.

The company began as a retail commodities brokerage firm in 2001, servicing the needs of individual traders, Commodity Trading Advisors and institutional investors. From the onset, they encouraged their clients to provide us with feedback on the products, services, employees and culture, which has cultivated the boutique community they envisioned. Via this communication process our clients expressed a distinct desire to have all of their financial and investment needs met at one firm. In response, BIG evolved into a full service wealth management firm providing our clients with a one-stop shop for all of their financial needs.

Brewer Investment Group is a group of professionals with a unique blend of experience and relationships orchestrated to provide clients with the guidance in the areas of asset protection, wealth management, tax advisory and estate planning. They provide one of the most extensive selections of Load, No-Load and Transaction-Free mutual funds to best suit your investment needs.

Their clients benefit from in-depth financial planning specific to their distinctive goals and objectives. Your financial plan will address the following key areas Cash Flow Analysis, Investment Planning, Income Tax Planning, Insurance Planning, Retirement Planning, and Estate Planning.

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