Financial Advice Should Feel Personal
Twentieth East Financial Partners was built around a simple belief: good financial advice starts with understanding the person behind the numbers.
We take the time to understand your goals, your concerns, your questions, and the bigger picture of your financial life. From there, we provide thoughtful guidance designed to help you make clearer, more confident decisions about your money.
Our approach is personal, straightforward, and focused on advice—not products, commissions, or unnecessary complexity.
A Different Kind of Financial Relationship
Financial planning should feel like a conversation, not a sales process.
At Twentieth East, we focus on helping clients understand their options and make decisions that align with what matters most to them. That means looking beyond just investments and considering how retirement, taxes, savings, major life changes, and long-term goals all work together.
Our fee-for-service model is designed to keep the relationship transparent and centered on the guidance you need.
Meet Brian Clegg
Brian founded Twentieth East Financial Partners to offer a more personal and approachable way to work with a financial advisor.
He believes financial planning starts with listening. Before making recommendations, Brian takes the time to understand each client’s situation, priorities, and what they hope to accomplish.
Rather than beginning with a product or a portfolio, he begins with the person.
Brian’s goal is to make financial decisions easier to understand and help clients feel more confident about the path ahead.
Advice Built Around Your Life
There is no one-size-fits-all financial plan.
Your financial decisions are shaped by your career, family, priorities, lifestyle, and vision for the future. That’s why our recommendations are built around your specific situation rather than a predetermined formula.
Whether you’re preparing for retirement, reviewing your investments, thinking through tax decisions, navigating a major life change, or simply looking for more clarity, we help you understand the options in front of you.
What You Can Expect From Twentieth East
What You Can Expect From Twentieth East
“You should always understand the advice you’re receiving, why it matters, and how it fits into the bigger picture - Brain Clegg
Personal
You work with an advisor who takes the time to understand your financial life and what matters most to you.
Clear
We explain financial concepts and recommendations in straightforward language so you can understand why a decision may make sense.
Transparent
Our fee-for-service model is designed to make it clear what you’re paying for and keep the focus on advice.
Thoughtful
Financial decisions deserve more than a quick answer. We look at the bigger picture and consider how each decision fits into your overall plan.
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
You don’t need to have everything figured out before talking with a financial advisor.
If you have questions about your finances or simply want a clearer understanding of where you stand, we’d be happy to start there.
