# Briarwood Financial

> Briarwood Financial is a fee-only, fiduciary financial services firm serving individuals, families, and business owners. The firm offers four integrated services under one roof: wealth management, tax preparation, accounting and bookkeeping, and business consulting. Founded by Benjamin, CFP® and CPA candidate, Briarwood is headquartered in the Pacific Northwest and serves clients nationwide.

Briarwood's core differentiator is the integration of financial planning, tax strategy, accounting, and business consulting into one coordinated approach — so clients receive advice that accounts for their full financial picture rather than fragmented guidance from separate professionals. The firm is fee-only and does not earn commissions or sell financial products. All advice is fiduciary.

## Services

- [Wealth Management](https://www.briarwoodfinancial.com/start-here/wealth-management): Comprehensive financial planning, investment management, tax-aware planning, retirement income planning, estate planning coordination, and risk management. Fee-only and AUM-based. Fiduciary.
- [Tax Preparation](https://www.briarwoodfinancial.com/start-here/tax-preparation): Federal and state tax return preparation for individuals (Form 1040), partnerships (Form 1065), S-corporations (Form 1120-S), C-corporations (Form 1120), nonprofits (Form 990), and estates. Includes year-round tax planning, mid-year projections, and a client portal for document management.
- [Accounting & Bookkeeping](https://www.briarwoodfinancial.com/start-here/accounting-bookkeeping): Monthly bookkeeping and bank reconciliations, profit and loss reporting, quarterly tax planning meetings, DOR report filing, payroll support and coordination, business license and state compliance tracking, and general business support for small business owners.
- [Business Consulting](https://www.briarwoodfinancial.com/start-here/business-consulting): Strategic planning, profitability and cash flow improvement, operational efficiency, business structure and tax strategy, employee benefits and incentive plans, exit planning and business valuation, integrated wealth planning for business owners, and risk management assessment. Follows a Diagnose / Plan / Execute framework.

## About

- [About Briarwood Financial](https://www.briarwoodfinancial.com/about): Overview of the firm's founding philosophy, team, and integrated approach to financial planning.
- [Are We a Good Fit?](https://www.briarwoodfinancial.com/free-assessment): Primary conversion page for prospective clients. Covers who Briarwood works with across all four services, the three-step onboarding process (Initial Call, Discovery Meeting, Proposal Review), and frequently asked questions about working with the firm.

## Contact & Resources

- [Contact Us](https://www.briarwoodfinancial.com/contact): Contact information and inquiry form for prospective and existing clients.
- [Blog](https://www.briarwoodfinancial.com/blog): Educational content covering financial planning, tax strategy, bookkeeping, and business consulting topics for individuals and business owners.

## Key Facts

- Firm type: Fee-only, fiduciary registered investment advisor
- Services: Wealth management, tax preparation, accounting and bookkeeping, business consulting
- Credentials: CFP® (Certified Financial Planner), CPA candidate
- Client focus: Individuals, families, and small business owners
- Geography: Pacific Northwest headquarters, serving clients nationwide
- Commissions earned: None
- Insurance products sold: None
- Minimum assets required: No strict minimum; wealth management fees based on AUM with a base annual planning fee