Brian Breen

Background

About Brian Breen

As a Certified Financial Planner™ (CFP) and Certified Exit Planning Advisor™ (CEPA), I specialize in helping small business owners navigate both personal and business financial planning. With years of experience advising business owners, I understand that their wealth is often concentrated in their businesses—research shows that approximately 80% of a business owner’s wealth is tied up in the company. This makes effective business valuation and succession planning crucial for long-term success and financial security. Through my CFP designation, I’ve developed a comprehensive approach to personal financial planning, helping individuals and families achieve their financial goals. My CEPA designation has expanded my expertise to focus on business valuation, exit planning, and preparing business owners for a smooth transition when the time comes to exit or transfer their business. In addition to working directly with clients, I’m passionate about helping other advisors—especially those aligned with Dimensional—build more efficient, profitable, and fulfilling practices. As the founder of Evidence-Based RIA, LLC and the creator of the Evidence-Based Optimization (EBO) System, I share the strategies that helped my firm consistently rank among the top performers in Dimensional’s Advisor Benchmarking Study. The EBO System is a proven framework that helps advisors streamline operations, increase profitability, and scale sustainably—without sacrificing client experience or quality of life. Learn more at I look forward to connecting with fellow professionals, business owners, and financial advisors who are looking to optimize their financial strategies, whether for their clients or for the growth of their own practices.