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More Than Advisors.
A Family Committed to Your Legacy

At Brunner Wealth Management, we help individuals and families achieve financial freedom, grow lasting wealth, and create a legacy that reflects who they are. Our personalized, values-driven approach aims to make your money work for you—protecting your future and securing your family’s for generations— without stress or confusion.

Meet Our Team

A Legacy of Care and Experience

For decades, Todd and Jamie Brunner have combined financial experience with a deep passion for helping families align their wealth with their values. Joined by Kiley and Emily, the Brunner Wealth Management team serves every client with integrity, clarity, and genuine care.

Putting Relationships First

We provide professional, values-driven financial guidance tailored to each client’s needs. By fostering personal relationships and offering customized financial solutions, we help our clients gain clarity, confidence, and long-term financial security.

Meet the Brunner Wealth Management Team

Behind every client relationship is a dedicated team committed to understanding your goals and guiding you with clarity and care.

Todd Brunner AAMS®, CKA®

Todd Brunner AAMS®, CKA®

Co-Founder, Managing Partner

Jamie Brunner CFP®

Jamie Brunner CFP®

Co-Founder, Managing Partner

Kiley Brunner

Kiley Brunner

Senior Registered Financial Client Associate

Emily Barnes

Emily Barnes

Senior Registered Financial Client Associate

Guided by Values, Focused on Your Future


We aim to help individuals and families achieve financial freedom and build multi-generational wealth through purpose-driven financial planning.

Backed by Strength, Dedicated to You

Through our affiliation with Benjamin F. Edwards, we provide the personal touch of a family-run firm with the strength and resources of a nationally respected institution.