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FINANCIAL PLANNING. ON YOUR TERMS.

About Breakwater Financial

Breakwater Financial is a fee-only financial planning firm and Registered Investment Advisor. We are proud to be held to the fiduciary standard when advising our clients. We feel strongly that financial planning should be accessible to everyone, this is why we offer financial advice on an hourly, fixed fee or full-service basis. At Breakwater Financial, we believe that financial planning has the power to change lives.






What We Do





Hourly

Financial Planning


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Monthly Fixed Fee Financial Planning


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Full Service

Financial Planning


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In The Media









Our Blog




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