Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Brian Case, Partner & CFP® at Elevage Partners.
Partner & CFP® at Elevage Partners
As a true fiduciary, Brian is able to act as a “personal CFO” – quarterbacking resources like accountants, attorneys and agents – so his clients can focus on their priorities. In 2017, he merged his company with Elevage Partners to continue providing clients with unbiased advice with the advantages of being part of a larger firm.