Brian Carickhoff

Background

About Brian Carickhoff

Given my military background and decades spent as a financial advisor, I am driven by facts and the results of proven strategies. My mission? To support clients' objectives – helping them move smoothly from Point A to Point B with the least amount of risk possible. As a CERTIFIED FINANCIAL PLANNER™ professional, I have specialized training that drives my planning-based approach. Experience tells me that getting out in front of clients' needs is essential to addressing their heartfelt goals and concerns. I also hold the Accredited Domestic Partnership Advisor℠, ADPA® designation. AT THE CARICKHOFF GORDON WEALTH MANAGEMENT GROUP, WE: • Serve successful women and men – active and retired business owners and their employees, physicians and engineers (including members of the LGBTQ community), and generations of families. Many clients are referred to us when a financial or life transition demands an informed perspective on how to proceed – retirement, a major liquidity event, a career change, or the loss of a loved one. • Know we're doing our jobs well if we can bring about financial outcomes that clients define as meaningful. We serve hard-working people who expect us to work as hard as they do. • Believe our clientele's loyalty reflects our ability to apply rigor and discipline in a friendly and open manner. We focus on helping clients feel comfortable in discussing financial and personal issues. WHAT MAKES ME PROUD? During my time as an Indirect Fire Infantryman in the U.S. Army, I was awarded two Army Achievement Medals, the National Defense Medal, the Kuwait Liberation Medal, and the Southwest Asia Service Medal with one Bronze Star. I was honorably discharged shortly after my tour in Operation Desert Storm/Shield. In 2018, I founded Operation Honor Guard – a 501(c)3 non-profit that honors fallen soldiers by cleaning and restoring their headstones with the hope of bringing new life to their final resting place