Get to Know The Team Working For You
Briarwood Financial offers integrated planning for individuals, families, and business owners—combining wealth, tax, and business guidance for long-term confidence.
A Coordinated Approach to Financial Planning
Briarwood Financial brings everything together under one roof to simplify your finances and help you move forward with confidence.
Integrated Planning
We combine wealth management, tax planning, accounting, and business consulting into one coordinated strategy.
Proactive Guidance
Our approach focuses on planning ahead—helping you anticipate decisions and adjust as life and goals evolve.
Long-Term Partnership
We build lasting relationships centered on clarity, communication, and ongoing support.
Benjamin Smith, CFP®
Benjamin Smith is an entrepreneur and financial strategist who built Briarwood Financial to give individuals and business owners clearer, more coordinated guidance. He combines wealth planning, tax strategy, and business advisory work to help clients make confident decisions and build long-term financial strength.
He believes financial advice should be practical, transparent, and rooted in real expertise. That mindset shapes the way Briarwood serves its clients and guides the firm’s mission as it continues to grow.
Meet The Briarwood Team
Our team works closely together to provide clear guidance, proactive support, and a financial plan that stays aligned with your goals.
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Rooted Locally. Serving Nationwide.
Briarwood Financial is based in the Pacific Northwest and serves individuals, families, and business owners nationwide through in-person and virtual meetings.
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Start With a Free Conversation
Schedule a free, 30-minute call to talk through your situation—whether that’s a tax question, an investment decision, a business challenge, or a combination of all three.
Our calls are always stress and pressure free—guaranteed!
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