Our Values.

From the very beginning, we have been guided by a set of core principles that still shape our company today.

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Our Awards.

What we value and how we serve our clients is what makes us stand out, but we’re certainly proud when our approach is recognized by others.

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Our Commitment.

At Glenbrook Advisory, we are not only committed to our clients, we are also dedicated to our communities. That’s why we, both as a company and as individuals, support non-profit organizations dedicated to local social.

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We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.

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About Our Company

Wealth managers. Dedicated entrepreneurs.

Glenbrook Advisory is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.

Who we are
Since 2003
Why Choose Our Company

One advisor. One point of contact.

After becoming a client, Glenbrook will then choose the best Expert we have, to guide you through your Financial Relationship with us, by matching your areas of interest with our best qualified individual in their particular field.

why work with us?
About Our Company

Our people. Our partners. Our best investment.

Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.

investment solutions
Since 2003
Why Choose Our Company

Protect what’s yours. Generation to generation.

Protecting your wealth is more complicated than ever. We help you navigate changing regulatory environments and unpredictable markets.

wealth management

Statement of Financial Condition.