Build your future step by step

We’ll guide you so you can be confident in your journey

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Financial Planning

Building, implementing, and maintaining a strategy that will help you sustainably build wealth.

Investment Management

Prudent investment management ensures that what you’re invested in makes sense for you.

Tax Preparation

Our process ensures that you spend your quality time doing anything other than taxes.

About us

We understand the challenges of managing money because we’ve been there. Our founder’s journey from overwhelming debt to financial stability drives our mission today. We’ve learned that anyone can take control of their finances with the right guidance and mindset.

Our story

What Clients Are Saying

These testimonials are from actual clients who were not compensated for their reviews.

A+! Great company to work with! They are wonderful people and offer quality services in a way that makes you feel cared for.

Mike Turian

★★★★★

Had the pleasure of working with Shawn for filing my taxes. I was behind, anxious and scared to get the process started of catching up. Shawn and the rest of the team did an amazing job assuring me and helping me feel comfortable and excited to get this properly handled and resolved. I hope to always work with Briggs Financial for all future tax filings and any other financial advice I may need.

Amanda Gomba

★★★★★

A couple of weeks ago I had my free consultation with Steven and I was blown away. I consider myself financially literate but sought him out to get his opinion on my student loans, savings etc. He actually gave me a lot of resources and I have been able to refinance my 11-17% 20 year student loans to a 6% rate to pay off in 5 years! With the amount of guidance he gave me, you would expect to have to pay for the information but it was totally free. Even though I was ready and willing to pay for financial planning with him in the future, he was honest and said that he doesn’t think I need his services at this time in my financial journey. It means a lot to know that this is an honest man that doesn’t just want to take your money. I felt through our conversation that he genuinely cares about my journey and even made another meeting with me 6 months from the initial to see how I am doing with paying off my student loans FREE OF CHARGE. I was so touched at his kindness and genuine interest in my journey. Thank you Steven!!!

Emily S

★★★★★

Steven is a great financial planner! He has helped us better understand our overall financial picture and has put us on track to achieve our near term and long term financial goals. He is generally just a great guy to sit with and have discussions about the financial world. He has astute insights on what is going on.

Pulkit Budhiraja

★★★★★

Trusting Steven and Briggs Financial with my financial future is one of the best decisions I have ever made. Hands down. I've had the pleasure of knowing Steven for quite some time, before he started his practice and he was always open and curious about me and my goals. When I needed help working my way out of credit card debt, I knew exactly who to turn to. In the years I have been with Steven, I have paid off $30k in credit card debt, saved up the biggest nest egg of my life, contributed to my retirement in a way I never could before, AND started a new business, not to mention made some wonderful gains from Steven's investment choices. Steven and his team are lifelong learners. They stay up to date with current financial and economic research and they enjoy doing it. Not only that, they are real people who really care. I have never felt so supported to go after my dreams than with Briggs Financial. They are completely on my side. I have and will continue to recommend Briggs Financial to my loved ones and to anyone looking for a financial partner.

Emma Miele

★★★★★

I got out of all debt and started to build a financial future thanks to Briggs Financial. If you need help/guidance, they are the ones to talk to.

Matt Britten

★★★★★