Brian Aberle has worked as an investment advisor for over 20 years, his early years consisted of working as an advisor within a corporate services team at Smith Barney in both Chicago and Denver.

His core focus was helping executives from publicly traded companies to monetize their equity compensation.


In 2009, Brian carried out his first major career and life reboot, moving as a family to the Vail Valley of Colorado, forming an independently owned advisory practice and choosing to affiliate with Wells Fargo Advisors Financial Network, a division of Wells Fargo Advisors. For 8 years, he focused his efforts on the cultivation and shaping of a proprietary investment process that sought to balance dynamic, long term, macro thinking with that of shorter term, tactical events, while at the same time utilizing instruments that helped to drive down costs for clients.

In 2016, after having successfully becoming a Certified Financial Planner (CFP®) and fully appreciative of spending 8 years as semi-self-employed, he decided the time was right to form a Registered Investment Advisor Practice and become fully independent. His view was that the only way to truly serve his clients’ best interests was as an independent, fee only and pure fiduciary. 

Brian is an avid pursuer of a life outside. During his free-time, he is a nature-loving whitewater kayaker, mountain biker, surfer and generally prefers camping under the stars with his family over a night in a 5 star hotel.