Brian Branch Biography

A Michigan State Graduate with a B.A. degree in Financial Administration and the Financial Planning Curriculum from Oakland University has allowed me to manage my client’s portfolios for over 25 years.

My work experience has been with such companies as Chase Manhattan, A.G. Edwards, Wells Fargo, Raymond James, and Currently Royal Oak Financial Advisors. Amassing valuable experience and successfully managing my clients’ portfolios through some of the worst adversity we have encountered in the stock market. Including the Tech Crash of 2001, The financial Crisis of 2008, and the Pandemic in the 2020’s.

I have accomplished this adhering to the general principles of Long Term, Dividend Paying strategies combined with Individual Stock, ETF, Mutual Fund, and bond Investing techniques.

I specialize in Retirement Planning, Portfolio Management, and Wealth Transference.

When I'm not at the office I enjoy spending time with my kids and golfing.

I can be contacted at (248) 736-0272