About Brooks Financial Group

Proudly Serving the Goals and Dreams of Others

29th Anniversary logo

Brooks Financial Group, Inc. was founded in 1992 with the goal of serving the relationships in our care in every aspect of their financial lives—both personal and professional. Whether your goals include wealth management, retirement planning, or corporate benefits options for your business, we provide a very comprehensive and personalized approach to financial planning and benefits management, one which has earned us a reputation for excellence in our community and our industry.

MISSION

Our Mission is to lead our private relationships professionally and independently by understanding completely their Matters of Importance and through our knowledge, innovation, and trusted relationship, render the servant leadership required to achieve their dreams.

INFINITE REWARDS

There is a phrase that you will find embedded in our logo - “Infinite Rewards from Finite Focus.” This simple phrase acts as our grounding element and is a constant reminder to always focus our efforts on the fulfillment of others’ interests. Through our leadership efforts, we apply our finite focus and as a result, we reap infinite rewards, which are found in the lives we have positively touched.

SERVANT LEADERSHIP

As Servant Leaders of our mission, our goal is to promote the growth of all relationships in our care to such a level best described as love, love. 

MATTERS OF IMPORTANCE

We take the required time to understand fully what is most important in each and every relationship in our care so that we can align our leadership with the priorities of our clients.  

RELATIONSHIPS IN OUR CARE

It is our privilege to serve the needs of each private relationship in our care with the goal of creating and nurturing a life-long relationship that goes beyond the realm of our business.

ACCOUNTABILITY

We are measured by the actions of our entire team and hold ourselves accountable to the highest of standards – serving others as we would wish to be served. Our goals are aligned with prudent, responsible advice and counsel. As obligated through our missioned enterprise, we hold ourselves responsible for providing leadership to all those we serve professionally.