Financial Advice, Made Personal Simple Clear Straightforward
Financial Advice, Made Personal Simple Clear Direct
Twentieth East Financial Partners provides straightforward, fee-for-service financial guidance built around your goals, your questions, and your life.
Straightforward fees
Clear, fee-for-service financial guidance without commissions, confusing pricing, or unnecessary ongoing costs.
Personal attention
Work directly with an advisor who takes the time to understand your goals, concerns, and complete financial picture.
Thoughtful guidance
Get clear, objective advice designed to help you make informed decisions about your money and your future.
About Twentieth East Financial Partners
Twentieth East Financial Partners was built around a simple idea: financial advice should be clear, personal, and centered on the client.
We take a thoughtful, advice-first approach to financial planning, looking at the full picture rather than focusing on products, commissions, or portfolio size.
Our fee-for-service model keeps the relationship straightforward and transparent, giving clients access to guidance that is designed around their goals, questions, and financial priorities.
Whether you’re planning for retirement, reviewing investments, thinking through tax strategies, or simply looking for more clarity, Twentieth East is here to help you move forward with confidence.
See What Our Clients Have to Say
Meet Brian Clegg,
Your Financial Partner
Brian founded Twentieth East Financial Partners to offer a more personal approach to financial advice.
He believes good financial planning starts with listening. Rather than beginning with products or investments, Brian takes the time to understand each client’s goals, concerns, and overall financial picture before helping them determine the right path forward.
His goal is to make financial decisions easier to understand and give clients the clarity and confidence to move forward.
Brian Clegg
Get the Financial Guidance You Deserve
The Twentieth East Financial Partners Approach
Personal financial guidance built around your goals, your questions, and the decisions that matter most.
Ongoing Financial Advice
Your financial life doesn’t stand still, and your plan shouldn’t either. We’re here to help as questions come up, priorities shift, and new opportunities arise.
Investment Guidance
We help you build and maintain an investment strategy that reflects your goals, timeline, comfort with risk, and overall financial plan.
Tax Planning
Taxes can have a major impact on your financial decisions. We help you think ahead and look for ways to make your broader plan more tax-efficient.
Retirement Planning
Retirement planning is about more than reaching a number. We help you understand what’s possible and create a strategy for the lifestyle you want to build.
Life & Financial Planning
Your finances should support your life, not the other way around. We help connect your money decisions to the goals and priorities that matter most to you.
Business Planning
For business owners, personal and business finances often overlap. We help you look at both sides together so your planning feels more complete.
The Twentieth East Financial Partners Approach
Personal financial guidance built around your goals, your questions, and the decisions that matter most.
A Straightforward Way
for Financial Advice
We believe you should understand what financial advice costs. Our fee-for-service approach means you pay for the financial guidance you need rather than automatically paying an ongoing percentage of the assets in your portfolio.
Clear pricing. Personal guidance. No unnecessary complexity.
How Twentieth East Financial Partners
Is Different
How Twentieth East Financial Partners Is Different
Good financial advice starts with understanding what matters most to you,not just what’s in your portfolio. - Brain Clegg
Personal
We take the time to understand your goals, concerns, and complete financial picture before offering guidance.
Transparent
Our fee-for-service approach keeps pricing clear, straightforward, and easy to understand.
Objective
Recommendations are centered on what makes sense for you not on selling products or pushing unnecessary services.
Practical
We help turn complex financial decisions into clear next steps you can actually feel confident about.
Personal
We take the time to understand your goals, concerns, and complete financial picture before offering guidance.
Transparent
Our fee-for-service approach keeps pricing clear, straightforward, and easy to understand.
Objective
Recommendations are centered on what makes sense for you not on selling products or pushing unnecessary services.
Practical
We help turn complex financial decisions into clear next steps you can actually feel confident about.
Let’s Start With a Conversation
Good financial advice starts with understanding what matters most to you. Whether you have a specific question or simply want a clearer direction, we’re here to help you make sense of your options.
Fill out the form and we’ll be in touch to learn more about your goals, answer your questions, and see if Twentieth East Financial Partners is the right fit for you.
