Brett Tushingham, CFP®
Senior Vice President, Wealth Advisor at
Farther
Years of Experience
22 years
Number of Clients
40
Average Client Size
$1,500,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I understand that it's challenging to differentiate one advisor from the next. To assist with your evaluation, I'll provide you with a free financial assessment to demonstrate my value.
Clientele
Someone 50 or older, has over 500k in investable assets, is a delegator, and values the proactive management of their financial affairs.
Services Provided
Retirement Planning
Financial Planning
Tax Planning
Investment Management
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Pace University
BBA
Obtained in 1997
Previous Work Experience
Farther
Senior Vice President, Wealth Advisor
2024 - Present
Tushingham Wealth Strategies
Owner and Financial Advisor
2014 - 2024
OmniStar Financial Group
Senior Financial Advisor
2013 - 2014
Cook Wealth Management
Chief Operating Officer and Financial Advisor
2003 - 2013
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Advisory services are provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Farther Finance Advisors LLC's charges and expenses.
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