Meet the team
Anthony LaBrake
CFP®
Senior Director, Wealth Advisor
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About Anthony
With over a decade of experience in the financial advisory industry, Anthony LaBrake specializes in comprehensive financial planning, with a focus on investment management, tax and estate planning, and retirement and cash flow planning. He is committed to helping clients feel confident and in control of their financial lives by providing thoughtful, well-structured strategies tailored to their unique goals.
Anthony believes that financial success extends beyond numbers—it’s about reducing stress and empowering clients to make informed decisions. His approach is rooted in education and clarity, ensuring that every recommendation is easily understood. By simplifying complex financial concepts, he ensures clients are actively engaged in their planning, fostering a partnership built on trust and transparency.
With a deep commitment to long-term financial well-being, Anthony works closely with individuals and families to navigate their evolving needs. Whether planning for retirement, optimizing wealth strategies, or securing a lasting legacy, his goal is to provide the guidance and knowledge that instills confidence at every step.
CFP Board owns the marks CFP® in the U.S.
Accreditation & Education
Bachelor of Arts, Economics, University of Miami
Up Close
Currently, he resides in Miami, Florida, but he was born and raised in the suburbs of Philadelphia. He loves to play ice hockey.
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Anthony LaBrake, CFP®
Senior Director, Wealth Advisor
Market Turmoil on Recession Fears and Trade Tensions