It is a pleasure to announce the merging of Grodman Financial Group, LLC (GFG) into Brophy Wealth Management, LLC (BWM)

This merger represents bringing together Brian Grodman and Steve Brophy, friends and colleagues since 1986! Brian gave Steve the courage to leave IDS (currently Ameriprise) in 1994 when Steve became a registered representative with Chubb Securities (CSC) under Brian’s supervision. Steve and Brian worked closely together through the years when CSC was purchased by Jefferson Pilot Securities, which was purchased by Lincoln Financial Securities (LFS). In 2012 Brian and Steve both left LFS and started on their separate ways. With this merger, they have come full circle and are together again.

One reason they have stayed friends through all these years is that they have in common how they conduct their business: They have always stayed focused on doing what is right for the client (BTW today there is an ongoing debate in the profession about putting client interests first, for Brian and Steve this has never been a question!), and with the highest level of professionalism (as evidenced by the professional designations they each have studied for and proven competent to hold).

This merger will marry the very best practices from each firm into one culture to strive for best-in-class client services for our clients for years to come.

A new generation of wealth advisers are being continuously groomed at BWM. Having Brian and Steve available to share their experiences and knowledge with them will result in more knowledgeable wealth advisers providing service and recommendations on a consistent basis.

Welcome to the new Brophy Wealth Management, LLC! We look forward to being your trusted adviser for many, many years to come.