Brian Abbott
Brian enjoys helping each individual create and execute financial plans that make their goals a reality. His passion is working for clients who are highly driven and aspire to see their dreams and aspirations come to fruition. He is more than just a financial planner; he is a financial concierge.
Brian’s mission is to help clients feel confident that the path they are on will help ensure their goals are met or exceeded. Working in tandem with each client, Brian creates a partnership to ensure each plan’s success. At The Capital Concierge, we have created a financial network of people and professionals to ensure your goals are met or exceeded and professionals that strive everyday to meet and exceed your goals.
