Brian Behl
Founder and Financial Planner at
Behl Wealth Management
Years of Experience
19 years
Number of Clients
55
Average Client Size
$750,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I love my job and serving our client families. We take being a fiduciary and fee-only very seriously and cannot see operating any other way. We provide tax-efficient retirement planning and investment management.
Clientele
Our typical client is either retired or nearing retirement and "getting serious" about their financial planning. They have often saved well ($750k+ in investment assets) and are looking for help to minimize taxes, create income in retirement, and optimize their financial planning. Clients often engage with us a few years before retirement to confirm they are on track and able to retire as desired
Services Provided
Tax Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Chartered Retirement Planning Counselor®
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Certified Financial Planner™
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Pricing Models
Advisor Links
Disclosures and Proof of License
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