Broker Check


      Charles Bryant

      Financial Advisor

      I began this company to serve business owners, families and individuals with strategic financial advice. I actively listen to their unique needs and wants during retirement and plans for future generations. I provide an open architecture that allows me the freedom to deliver unbiased expertise across different sectors and asset classes within the global spectrum.

      I grew up outside of the District of Columbia, living in both Maryland and Virginia respectively. I received my diploma from the prestigious Loomis Chaffee School in Windsor, CT. I earned a scholarship from Eckerd College in Saint Petersburg, FL. Graduated in 2005 with a Bachelor's degree in Business Management. I was a captain of the men's basketball program and solid contributor during my four years at Eckerd College.

      Years of working with large financial institutions revealed differing philosophies about the client experience. This emphasized my gift of creating and maintaining strong personal relationships with my clientele. Subsequently, open lines of communication have always been at the core of my investment ethos. I began my career during the financial crisis of 2007 and have learned many lessons that have led to continued growth year over year.

      My objective is to stay impartial in matching my client's investment goals with the right investment advisory strategy so that when synchronized, your finances blossom and flourish as they should. I refuse to have clients settle for outdated "buy and hold" asset allocations. I prefer to use more nimble and liquid opportunities to achieve the client's desired results.

      My open architecture seeks to eliminate unnecessary costs and fees by shopping for the most cost efficient and best performing investments for your stated risk tolerance. This allows my clients the freedom and flexibility to make other desired acquisitions as they arise.

      I will make every effort to continue to be the advisor you trust among all others for the most critical concerns about retirement and finance.

      I am a Registered Investment Advisor and hold my insurance license for life, health and annuities. I am currently registered in Florida, Virginia and Tennessee.