Our History

Brookshire Wealth Managment was founded in 2002 based upon the belief that exceptional financial services require freedom from the corporate influences present at most traditional investment firms and financial institutions. 

Brookshire Wealth Management served clients in an invstment management and advisory capacity since its founding in 2002, utilizing traditional custody and clearing arrangements with national firms.  After a laborious, lengthy due diligence and registration process, Brookshire Wealth Management became a Registered Investment Advisor (RIA) in March of 2017.  Through the firm's ongoing relationship with LPL Financial. LLC, Brookshire Wealth Management is also able to continue to provide traditional brokerage products and services in addition to the advisory services offered through the RIA.

The firm's rapidly growing list of clients have come to expect the excellence and objective guidance that is characteristic of an ongoing relationship with an experienced financial advisor.