Financial Planning · Retirement · Military & Federal Benefits · Legacy
Financial Planning for the Future You're Building
Every financial decision is connected to something bigger — your family, your career, your retirement, your future.
That's why we take the time to understand where you are today and where you want to go before building a plan designed around your life.
WHO WE ARE, PLAINLY
SEC Registered Investment Adviser
Fiduciary advice
Veteran-founded, 1999
1,300+ client households
Six-month reviews
About Us
Meet the family behind the firm
Two minutes with Warren and Jennifer on how a Navy Senior Chief's promise became a financial planning practice.
Watch: About Us · 2:14
How We Help
Planning for Wherever Life Takes You
Financial Planning
Build a personalized financial strategy designed around your goals, optimized for your stage of life.
Planning starts with a full picture: income, savings, debt, benefits and the goals behind them — reviewed together, not in pieces.
who we serve
We plan for watermen and teachers, for federal employees and military families, for Mennonite families and small business owners, for retirees, celebrities, and families who have been here for generations.
More than financial advice
Our clients don't just call us when markets change. They call us when life changes.
When they're changing careers.
When retirement suddenly feels real.
When they're helping aging parents.
When they're welcoming grandchildren.
When a spouse passes away.
Financial planning is about having someone you trust when life happens.
Schedule a ConversationMeet Our Team
The Family Dedicated to Serving You and Yours
This is us. We are the Innovative Wealth Building family, and when you work with us, you'll be seeing our faces in person. Because that matters. And truly, it makes all the difference.
Warren Brooks
Founder & Financial Advisor
Twenty-four years in the United States Navy, retiring as a Senior Chief. Since 1999 he's helped military members, veterans and federal employees make informed decisions.
Jennifer Brooks Hill
Partner & Financial Advisor
A former federal employee who grew up watching these relationships develop. Today she leads the firm's next chapter with the same belief her father started with.
Real moments of connection
In our clients' lives
“
When one longtime client lost her husband, she wasn't worried about the stock market. She had never purchased a car on her own. Warren cleared his schedule and went with her to help.
Warren Brooks
Founder
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On other occasions, we've walked alongside families at funeral homes — not because it was part of a financial plan, but because they needed someone they trusted during one of life's most difficult moments.
Jennifer Brooks Hill
Partner
Insights & resources
Knowledge is one of your greatest financial assets
The financial world is constantly changing, but sound principles never go out of style.
- Investing
Budgeting for healthcare across a 30-year retirement
The number most plans understate, and how to stress-test yours....
- Investing
Why your portfolio shouldn’t react to the headlines
Discipline is the part of a strategy that's hardest to keep and easiest to lose....
- Social Security
Filing at 62, 67 or 70 — how to actually decide
The break-even math matters less than the rest of your income picture....
- Retirement
Five questions to answer before you set a retirement date
Reaching a number isn't the same as being ready. Here's what we walk through with clients first....
- Federal Benefits
Coordinating your TSP, pension and Social Security
Three moving parts, one retirement income. The order you draw from them matters more than most people expect....
- Family Wealth
Preparing the next generation for what you’ve built
A legacy plan is as much about conversations as it is about documents....