Brandon is a Financial Advisor with Osaic Wealth. He helps business owners and professionals build a personalized investment plan to help meet their long-term financial goals. He believes the key to successful investing is proper planning. Buy, Hold & Hope simply does not work in this day & age. Brandon understands that each client is unique and recognizes that it takes a custom tailored plan in order to get to the finish line.
Prior to becoming a Financial Advisor, Brandon spent the first part of his career as an automotive engineer at Toyota Motors Manufacturing in Princeton, IN. Concurrently, he served 6 years in the Air Force Reserves as an Engineering Journeyman. Brandon soon realized that there was something missing for him in the corporate world. He needed something more rewarding on a personal level. Brandon’s passion is to help people determine their life needs, goals, and desires through financial planning. The one-on-one interaction of a client - advisor relationship is valuable on many levels.
Brandon Singer is committed to bringing value and innovative solutions to address your financial planning needs. For things that are really important to them, people will seek out the services of a professional. Planning for retirement is no exception.
- Investment Analysis
- Portfolio Construction
- Wealth Management
- Qualified Retirement Plans
- Estate Planning Strategies
- Certified Financial Planner™ Professional
- Chartered Life Underwriter™
- Bachelor’s of Science in Finance
- FINRA Series 7 and 66 registrations
- Life & Health Insurance License
- Graduate of The American College
Brandon is committed not only to his clients but to the community around us. He is involved with many non-profit and civic organizations. Brandon and his wife, Shala, enjoy spending time with their son Braxton. Brandon also spends his free time hunting, fishing, shooting and an occasional round of golf.