About the firm
Sustainable Financial Planning, LLC (“SFP”) offers objective and valuable financial advice, an all too unique service. An independent firm, SFP offers broad-based financial planning and investment advisory services on a fee-only basis.
“There is a real need for honest, objective financial advice, so I created a firm not driven by the typical product sales and commission gathering agenda,” said SFP’s founder Brian Mahany. “With an independent firm, I am able to put the client first and tailor solutions that address each client’s unique circumstances. Too many good advisors are stuck working for firms where agendas are not aligned to client interests. Today’s technology has leveled the playing field, boutique firms access platforms and research rivaling those of the biggest firms. Unlike the big firms, we do not rely on inhouse producs or solutions, we craft best-of-breed solutions to meet our clients needs.
Our goal is to make competent and objective advice accessible to people from all walks of life; we have no minimum limits on income or net worth for clients. Clients have the flexibility to engage us for the services they need, whether a one-time as-needed basis or for ongoing support. With hourly fee-only planning, prices are tailored to client circumstances and fully disclosed in advance.
About Brian Mahany, CFP®
Brian Mahany is a CERTIFIED FINANCIAL PLANNER™ professional and the founder and principal of Sustainable Financial Planning, LLC.
Brian has been passionate about finance and investing for decades. When his father passed away at a young age, Brian experienced firsthand the benefits of disciplined planning and careful investing. He subsequently learned that his experience was more the exception than the norm.
Brian graduated from Cornell College with a Bachelor of Arts degree in Economics in 1990. Building on a life long interest in economics and finance, Brian completed Boston University’s Financial Planning Certificate Program in 2008 in preparation for a second career helping others with their finances.
In March 2009, Brian passed the rigorous two-day CFP® Certification Examination on his first attempt, and subsequently passed the Series 65 Uniform Investment Adviser Law Exam in route to forming Sustainable Financial Planning, LLC.
Brian is a proud member of the The Garrett Planning Network, an international network of fee-only financial advisors dedicated to providing independent, objective financial advice to people from all walks of life. This network affiliation allows access to the collective wisdom of over 300 advisors, best practices are widely shared and second opinions freely offered by fellow members.
Prior to launching SFP, Brian spent over 15 years managing a pair of Chicago-based boutique consulting firms that offered technology planning services to a global client base. He honed his communication and analytical skills on dozens of strategic planning projects.
In his early years after college, Brian spent time hiking the Northern Rockies while working and living in Yellowstone National Park, cooking at the summer home of the Chicago Symphony Orchestra, and dabbling in philosophy studies at the University of Chicago’s Graham School.
Brian enjoys cooking, reading, hiking, biking, nordic skiing, ornithology, live music, and a host of other activities with his wife Michelle Devine.
Brian serves on the Board of Directors of Northwest Ohio Community Shares, Inc., a workplace giving federation that helps raise operating funds for over two dozen Toledo area nonprofit organizations.
Our Fiduciary Pledge
We embrace the true spirit of the fiduciary standard and strive to serve the client’s best interest in everything we do.
- Adhere to the CFP® Code of Ethics and NAPFA’s Code of Ethics
- Put the client’s best interest first
- Avoid conflicts of interest, including commissions and referral fees
- Offer plain english disclosure concerning our practice, experience, and compensation
- Provide competent advice and caring support - we do not sell products
- Utilize a disciplined, objective approach