Brian Aberle, CFP^®

President

Aberle Investment Management

1099 Capitol St., X3275
Eagle, CO 81631

FINANCIAL ADVISOR'S WEBSITE

www.aberleinv.com

(970) 432-7040

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a fee-only practice with a tiered pricing structure whereas the costs vary based on assets we are advising.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Aberle Investment Management

General

Brian Aberle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aberle Investment Management in Eagle, CO and the surrounding communities.

Financial Advisor Overview

Aberle Investment Management is a boutique investment management and financial planning firm located in Eagle, CO. We often see planning and investment management as intertwined and thus we advocate both on behalf of our clients. You can find more on how we do what we do at our website https://www.aberleinv.com/, but to sum it up, we believe in a more functional and guided form of financial planning. We believe the best service we can provide is to help empower our clients to create and embrace a plan of their own with guidance from us when necessary. When it comes to portfolio management on behalf of our clients, we believe in a process that is both transparent and yet human. We generally take a more thematic view of the world to help us to shape our client portfolios, and are heavy users of stress testing tools to help us better identify potential cracks in our thinking.

Financial Advisor Experience

I am the proud son of two hard working, blue-collar parents. I worked the night shift in college loading and unloading trailers for a trucking company to help pay my way through school. I have been a financial advisor since 1996, originally working in corporate services for a large multi-national brokerage firm, helping senior executives of Fortune 500 companies monetize their equity compensation and assist with both planning and investment management needs. In 2009 I formed my independent practice Aberle Investment Management LLC while still working under a broker dealer registration. In 2016 I obtained my CFP certification and in 2017 I went fully independent, forming my fee-only financial planning and registered investment advisor practice. Over the years, my experience in working with clients from all walks of life has encouraged me to continue to expand my body of knowledge while also trying to better humanize the practice of financial planning and investment management. My family and I are lucky to call Eagle, Colorado our home and to have the balance that living in the mountains affords us, if not mandates at times. When not working, I enjoy snowboarding, mountain biking, whitewater kayaking, surf trips and occasionally and blissfully doing nothing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family