Seasons Change.
Discipline Doesn’t.
We bring your investments, tax, and estate decisions into one clear system. Our planning process remains fluid as your life unfolds.
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What We Coordinate
- Estate Planning
- Advanced Tax Strategy
- Insurance Audits
- 401k Management
- Investment Planning
- Retirement Planning
- Generational Planning
Our Proprietary Methodology
Via Ferrata
There is no single path to the top. We designed Via Ferrata, our proprietary process, to combine skillful planning with disciplined capital allocation. Charting your path forward, we are with you every step of the way to guide life's key financial choices.
1 We Listen
The most important part of our job: actually listening to your story. How you got to where you are - financially, personally, and professionally. Understanding the experiences you have had with money - both the good and the bad - that shape your perspective and inherent biases (we all have them). And most critically, where you want to be in the future.
2 Own Your Controllables
There is no such thing as free money. But more often than not we find opportunities for optimization on day one. Through no fault of your own, places where you are leaving money on the table. Inefficient debt structures. Missed tax loss harvesting. Over time these things can add up and compound. We get your financial house in order so we are launching from solid ground.
3 Asset Allocation
Our investing framework is guided by deep study of markets, economics, and fundamental principles of finance. After working with you to understand your financial and lifestyle must-haves, as well as your stretch goals, we’ll discuss how much risk you are willing to absorb to get there. With that core alignment, we’ll build a portfolio suited to meet your goals.
4 Tax Assessment
Not one single element of our plan, more the underlying thread on every single facet of your financial life. But we’ll actively plan to make taxes a proactive part of your financial picture, not reactive.
5 Protection and Legacy
Our clients want to pass on more than just a number. We work with our clients and their families across generations on items like estate planning, intra-family gifting, and planning for elder care. We’ll review your exposure, business or regular way life insurance, and determine if your insurance is set to protect against the unexpected in life. Our protection program extends into credit monitoring and cyber security for our increasingly risky digital climate.
Real Discipline is Rare
In today’s market, short-term thinking has become the norm, and the line between gambling and investing has all but disappeared. We work with people who understand the difference. People who embody patience, restraint, and stewardship, and those who want to work with an advisor who can carry these values into the future.
A disciplined team, built for an undisciplined world
When you become a client of Briardale, you have someone in your corner who is focused on your financial wellbeing at every turn. Our best ideas become your strategic roadmap that we execute on your behalf.
Read our best tax planning ideas-
Patrick Trousdale
Prior to launching Briardale, Patrick Trousdale was the founder of The Daily Upside, a media company serving investors, financial advisors, and CFOs. Patrick began his career as an investment banker at Bank of America Merrill Lynch and Guggenheim Securities working in the healthcare and tech, media and telecom sectors. He started Briardale after seeing how difficult it was for busy professionals to excel at the highest level in both their professional and personal finance lives.
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John Freemire CFP®
John is the Managing Director and founding advisor of Briardale. He helped launch the firm to give families the dedicated attention they deserve to build durable wealth. He previously held wealth management roles at industry-leading brands, including Fidelity, The Motley Fool, and Mercer Advisors. Partnering with busy professionals and high-net-worth households, his approach turns complex goals into actionable plans focused entirely on each client's unique definition of success.
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Operating principles that guide us
Own your controllables, and everything else follows.
There are only so many things you can control in life. Certain aspects of your financial life including Intelligent tax planning, business exit preparation, and estate planning. Truly owning these blocking-and-tackling categories can put you on the path to financial success.
Think in decades, execute at all times.
The shorter your time horizon, the more likely your actions will be driven by fear. And fear is the enemy of strong financial performance. No matter your financial goals, we help clients set their sights on long-term goals, and help execute on all the steps you need to get there. We cannot control the markets, but we can plan for all that they may throw at us.
Transparency and trust are all we have.
We will never replace your family, but you can think of us as an extension. Every action we take as your financial advisors will be to further your financial goals. We don’t take the responsibility of helping you reach your goals lightly, and we work every day to retain your trust in us.
