Financial Planning, Investment Management and Tax Services
About the Firm
Greenbrier Financial, LC is a fee-only firm offering financial planning, investment management, and income tax preparation. We work primarily with business owners, medical professionals, and retirees.
As a fee-only fiduciary, our only compensation comes from our clients. We earn no commissions and sell no products, so the advice you receive is built around your goals and nothing else.
Services Offered
We start with your goals and build a plan around them, from investment management and retirement planning to the tax return that ties it together.
Wealth management, project-based financial planning, and income tax preparation are offered together or on their own, so you can engage us for as much or as little as you need.
Leadership
Todd Dalton
Principal · EA · CFP®
A native of West Virginia's Greenbrier Valley, Todd is a 1990 graduate of West Virginia University. He has been a tax practitioner for 28 years and a financial planner for 15.
He is an Enrolled Agent, admitted to practice before the IRS, and a CERTIFIED FINANCIAL PLANNER®. Outside of work, Todd is the proud parent of two children, a history buff, and an avid Mountaineer fan.
Fees
A summary of our fees by service. All fees are negotiable and are detailed in our Form ADV.
Blended tiered rate on assets under management, billed quarterly in arrears.
Project-based, limited-scope engagements priced to the specific need.
Priced by the complexity of the return and quality of recordkeeping.
Fees are negotiable and agreed in writing at the start of each engagement. Full details are in the firm's Form ADV, available through the SEC's IAPD database below.
Get Started
New and prospective clients are welcome to book an introductory conversation.
You can also call 540-759-0851 or email todd@greenbrierfin.com.
Regulatory Disclosure
Greenbrier Financial, LC is a fee-only firm. You can review the firm's registration and its Form ADV (Parts 2A and 2B) through the SEC's Investment Adviser Public Disclosure (IAPD) database.
As a fee-only firm, it does not appear on FINRA BrokerCheck. See also our Privacy Policy.
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