About
The Spitfire Legacy
The original Spitfire aircraft earned its legendary status during World War II through exceptional performance, reliability, and the skill of those who flew it. Similarly, in 1937, when Brian's grandfather commissioned a wooden Class C Hydroplane Racing Boat and named it "Spitfire," he established a family tradition of craftsmanship and excellence.
Years later, Brian's father and grandfather meticulously restored that same boat by hand, preserving not just a vessel, but values of determination, attention to detail, and pride in work well done. Today, visitors to our office can see this historic Spitfire boat on display—a tangible reminder of the legacy that inspires our approach to financial services.
About Us
Our Approach
At Spitfire Financial Group, we believe financial planning is fundamentally about people, not just numbers. While investment products and strategies matter, we place equal emphasis on understanding your personal values, family dynamics, and life aspirations.
- We prioritize listening – Before making recommendations, we take time to understand your unique situation, concerns, and goals.
- We value long-term relationships – Our greatest satisfaction comes from guiding clients through life's financial chapters over many years.
- We maintain independence – As independent advisors, we're free to recommend solutions based solely on what's right for you.
- We believe in education – We explain concepts clearly and ensure you understand the "why" behind every recommendation.
Our Vision
Just as a well-crafted Spitfire demands attention to both detail and overall design, we believe financial planning requires both technical expertise and a comprehensive vision.
We're building a practice where:
- Clients feel confident navigating financial transitions
- Complex concepts become clear and actionable
- Relationships extend across generations
- Values of honesty, hard work, and integrity remain at the center of everything we do
That's the Spitfire difference – dedication, performance, and a legacy that endures.
The Power of Three
Spitfire Financial Group
We work directly with you to understand your needs and create, implement, and adjust your personalized financial plan as life evolves.
Good Life Companies
Our partnership provides access to concierge-level services, including investment management, insurance options, and essential back-office support such as marketing, administration, and compliance.
LPL Financial
As the nation’s largest broker-dealer, LPL supports over 20,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. LPL’s commitment to independence allows advisors to choose the business model, services, and technology that best suit their clients. For more information about LPL Financial, visit www.lpl.com.
With our experience and strategic partnerships, we are uniquely positioned to meet the varied needs of our clients.
Some common questions we help answer include:
- When can I retire?
- Will my family be okay if something happens to me?
- What will my retirement look like?
- What can I afford in retirement?
- How prepared are we for our child’s education?
If you have these or other questions, contact us for a conversation. We're here to serve you.