Broker Check

Our Firm

Brian Little is a Certified Financial Planner TM and follows the CFP®  Board's fiduciary standard.  He currently manages over $50 million of clients' assets. 

Our office is located in Colorado Springs, CO.  He meets with clients in the office and online such as Skype or Gotomeeting video conferencing.  He provides investment management and financial advice to his clients.  Being retired military and with 27 years as a CSRS and FERS, he understands the importance of making educated decision about your benefits for your life now and in retirement.  

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Brian offers a free one-hour consultation to asses needs and goals for each person.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.