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Brett Tushingham, CFP® | Financial Advisor

Profile img for Brett Tushingham, financial advisor at Farther
Wilmington, NC
Brett Tushingham, CFP®
Financial Advisor
Senior Vice President, Wealth Advisor at
Farther

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) and wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I invest more wisely?" And "How do I minimize my taxes? My ultimate goal is to help you make smarter financial decisions, obtain better outcomes, and live your ideal retirement. We provide value in three ways. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and invest in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate account liquidation, so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide to help you navigate those changes with greater clarity and confidence. We offer a free retirement review to help determine what value we can add and whether we’re a good long-term fit. Please contact us to experience the difference. When I am not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC, with my wife Kim and my two boys, Reece and Ryder. We support the Make-A-Wish and the F3 Foundation—I can’t think of better causes —and try to get on our boat every chance we get.
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Specialties and Expertise

4
Retirement Income
Tax Minimization Investment Strategies
Equity Compensation
High Net Worth Planning

Clientele

9
Retirees
Doctors
Business Owners
Corporate Executives
Businesswomen
High Net Worth Individuals
Ultra High Net Worth Individuals
Surviving Spouses
Divorcees

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Pace UniversityBBAYear Obtained: 1997

Job History

4
FartherSenior Vice President, Wealth Advisor2024-Present
Tushingham Wealth StrategiesOwner and Financial Advisor 2014-2024
OmniStar Financial GroupSenior Financial Advisor2013-2014
Cook Wealth ManagementChief Operating Officer and Financial Advisor 2003-2013
Quick Facts About Brett
Years of Experience:21 yearsMember since:2023Average Account Size:$1,000,000Number of clients:40

Services Provided

How I help my clients

Retirement Planning

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Financial Planning

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Tax Planning

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Investment Management

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Pricing Models

AUM
Flat Fee

Proof of License

SEC Profile
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Wilmington, NC
Brett Tushingham, CFP®
Financial Advisor
Senior Vice President, Wealth Advisor at
Farther
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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.
Profile last updated: 05-29-2025