Meet Brett Croft CFP®, CFA®, CTFA
Brett is the founder of Croft Financial Planning, LLC and has over 13 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?"
Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning.
When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children. ​​​​​​​
Croft Financial Planning is Unique.
At Croft Financial Planning, LLC, we take a uniquely advice-only, hourly-based approach to financial planning and investment advisory services. As a fee-only firm, we prioritize your best interests with no sales or commissions—just personalized, objective guidance. Our comprehensive planning process is designed for clients who want to stay actively involved in managing their assets while working collaboratively with a trusted advisor.