Brophy Financial Planning - Feel Good About Your Financial Future

Is your financial future S.M.A.R.T.?
Secure. Measurable. Achievable. Responsible. Trustworthy.

Brophy Financial Planning is now owned by G. R. Baird Financial Group.

Our Services

Build and Protect Your Assets

Life is full of important milestones, unexpected changes and shifting circumstances. Are you getting married? Changing careers? These and other transitions can impact your financial well-being.

Plan Your Retirement

Our experienced financial planners will help you build a customized financial strategy that protects and grows your savings — so you can stop worrying about the future and start enjoying life to its fullest along the way.

Invest for Education

There are many ways to protect your children and grandchildren. As you watch them grow up, making sure they’ll have access to the best possible education will empower them with more opportunities to thrive as adults.

Pay Less Tax

Are you paying more taxes than you need to? We can assess your unique circumstances and recommend the right combination of products and investments with built-in tax benefits.

Total Life Strategies Program

Our experienced financial planners will help you build a custom financial strategy that fits your life and your goals, now and in the future.

The Total Life Strategies Program will help you:

Establish your goals (both personal and financial)
Understand your risk profile
Determine how much money you need to achieve your goals
Figure out what else you need in addition to money to have greater peace of mind
Stop worrying about money and start enjoying your life

Start Your Program

Our Team