Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance

Awards & recognition

  • Brett D White, AdvisorHub Advisors to Watch (over $1Bil), 2024
  • Ardent Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Brett D White, Five Star Wealth Manager, 2012 - 2024
  • Brett D White, Forbes Best-in-State Wealth Advisors, 2019 - 2023
  • Brett D White, Barron’s Top 1,200 Financial Advisors, 2022 - 2023
  • Ardent Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Brett D White, Ameriprise Circle of Success, 1999-2023
  • Brett D White, Ameriprise Chairman's Advisory Council, 2019 - 2023
  • Brett D White, Financial Times 400 Top Financial Advisers, 2015 - 2020

Our Mission

To be the trusted Advisor to our clients, their families, and the generations that follow. To empower our clients to achieve their dreams through a collaborative approach, grounded in integrity, informed by our collective expertise, and realized through creative solutions and strategies.

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