Perry Investment Management

Helping Balance Your Competing Priorities


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




2008 shook up the investment world.  Many "tried and true"...



​Professional Organizations and Governmental Agencies...



​Brandon is a President and Principal of Perry Investment Management, LLC- a Registered Investment Advisor...


A Higher Standard​

Perry Investment Management is committed to the Standards of Professional Conduct set forth by the Certified Financial Planner Board of Standards, Inc. and adheres to the Code of Ethics and Professional Conduct set forth by the CFA Institute