Brian O. Butler Email & Phone Number

I am the CEO and Senior Wealth Advisor at Wealth Standard Financial, a firm that puts its clients' interests ahead of its own and helps them gain clarity, start implementing, and get organized. I have over 20 years of experience in the financial services industry, and I hold multiple credentials, including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA).My passion is to help people thrive and prosper through their most important life transitions, such as retirement, business succession, or personal growth. Whether clients are currently successful financially and looking to protect, or are in growth mode trying to build a work-optional lifestyle, I help them become the hero of their next chapter. I start any client relationship with a client-centric and not product-focused financial plan, and I provide investment strategies that evolve from the consultative process. I also leverage my experience in retirement planning and exit planning to help clients pursue their goals and dreams. Additionally, I serve as the President of Wealth Standard Insurance.*Insurance services are offered through Wealth Standard Insurance a separate entity from CWM, LLC.

Listed skills include Series 7, Series 63, Series 65, Life Insurance, and 10 others.