Bringing Advice
Back to Investing
Let’s take the first step together towards building wealth holistically.
We are here every step of the way.
Meet Bellwether Advisory Group
Specializing in financial planning, Bellwether Advisory Group is an independent, boutique advisory firm. Bellwether Advisory Group values personal relationships and provides highly personalized, holistic advice that includes investment management, retirement planning, estate planning, risk management and more.
What We Do
We are Planners with a Purpose
We are independent financial advisors who are fiduciaries, meaning we’re legally bound to act in the best interest of our clients – always. We get to know you and your investment goals, then offer an array of services to meet your individualized needs.
GET TO KNOW OUR TEAM
Meet the Partners
Mariel Braun, CFP®
Mariel Braun, CFP®
Jared Neven, CFP®
Jared Neven, CFP®
The Bellwether Standard
Our Differentiators
Our standard for ourselves is to deliver purposeful planning and financial advice while continuously seeking to grow in wisdom and service. We honor promises, remain true to our character and are proud fiduciaries. Our clients are always the most important people in the room.
Personalized Perspectives
The financial situation of each of our clients is unique. Their goals. Their challenges. Their aspirations and dreams. Our planning and portfolios reflect that. We analyze our clients’ overarching financial picture and then craft a detailed strategy tailored just for them.
No “stock” solutions.
Holistic
Approach
Our strategy considers clients’ assets and their life goals. We ensure our plans support what matters most. When we consider all the factors of our clients’ financial lives clearly, and at one time, we better understand the impact of our decisions.
Putting together the puzzle pieces.
Faithful
Fiduciaries
Our advice isn’t influenced by a financial institution, product provider or external interest. It’s based solely on our client’s best interests and considers a wide range of market options. We enjoy the freedom to provide objective, transparent and tailored strategies that are unbiased and well-informed.
Investing like we own it.
Our Process
How We Work
With You
Our streamlined process is designed to include you at every stage, ensuring a smooth and collaborative experience. It all begins with listening to you.
Strategy
Session
Personalized
Plan
Implementation
& Integration
Cultivate
& Continue
News & Commentary
Our Insights
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