Caprin/Davidson Investment Advisors

BRB Financial Group is dedicated to providing a superior level of professional asset management, financial planning, trust, and estate administration. The company will focus on expanding the base of assets it manages while delivering high quality services that meet the unique individual needs of its clients.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.