Welcome
Additional Information
Perry Investment Management is a fee-only asset management firm that prides itself on unparalleled service and a commitment to providing unbiased advice and prudent management of your assets. Services are always tailored to your unique needs and include estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning. As a fee-only registered investment advisor, Perry Investment Management gladly accepts its fiduciary responsibility to put the clients' interests first. Commissions are not accepted in order to eliminate the conflicts of interest that arise from such an arrangement.
Commitment to Clients
Perry Investment Management treats all clients with courtesy and integrity; providing realistic, honest financial advice that achieves results and will lead you on a course to financial freedom. With years of experience, and expertise in financial planning and portfolio management, you can rest assured that your financial future is in good hands.
"My goal is to take the financial worries off your plate so you can be freed up to focus on the most precious things in your life."
Brandon Perry, CFA, CFP®, ChFC
President, Perry Investment Management
