Brotman Financial Group, Inc.

Brotman Financial Group, Inc. provides financial planning and wealth management services to individuals, small business owners, and families in the United States of America and internationally. Its services include investment management and portfolio design, retirement planning, estate planning, cash flow management, risk management and insurance, and small-business planning services. Brotman Financial Group has strategic partnerships with Fusion Advisor Network; NFP Securities, Inc.; National Financial Services, LLC; Envestnet Asset Management; Symmetry Partners; Dimensional Fund Advisors; DiMeo Schneider & Associates, L.L.C.; Innealta Capital; and Portfolio Management Consultants. The company was founded in 2003 and is based in Timonium, Maryland.